Simon Lui

Simon Lui: Email & Phone Number

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Senior Financial Advisor at Wells Fargo Advisors|Pasadena, California, United States

Position:

Senior Financial Advisor at Wells Fargo Advisors

Location:

Pasadena, California, United States

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Last updated: 2026-07-07
Updated: 2026-07-07

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Work Experience 19 years

Senior Financial Advisor at Wells Fargo Advisors

Jul 2025 - Current

Private Client Advisor at JPMorganChase

Dec 2007 - Apr 2025

Simon Lui started working in 2007, then the employee has changed 1 company and 1 job. On average, Simon Lui works for one company for 9 years 2 months.

Simon is proficient in Cantonese. Their professional focus is Asset Allocation Strategies, Asset Management, and Client Relations across 3 core areas.

Education

Bachelor of Science at Wilmington University

Simon Lui Namesakes

Name
Company
Position
Simon Lui
Innoway Precision Co., Ltd.
Co-Founder
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Simon Lui
The Chief Expert (T21)
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Simon Lui
Clinical Laboratory Scientist Supervisor
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