Jeffrey Wu has been Managing Member of Red Crane Wealth Management since July 2016, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Wu holds a B.S. in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara.
Red Crane Wealth Management, LLC is a Palo Alto, CA firm with $152M under management, 156 clients and 3 advisers in one office, as of its February 2026 filing.
Wu is Financial Advisor of Red Crane Wealth Management. Wu works closely with clients to understand the goals they have for their lives. Wu became an advisor in 2005 and is fluent in Mandarin Chinese.
Jeffrey Wu’s longest registration was 11 years at Ameriprise Financial Services, Inc. (2005–2016). Before joining Red Crane Wealth Management in 2016, Jeffrey Wu was registered through Ameriprise Financial Services, Inc.
- – present · 10 yearsPalo Alto, CA · Adviser representative · Firm CRD 284006
- Ameriprise Financial Services, Inc.– · 11 yearsSan Francisco, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Red Crane Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeffrey Wu is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2016; the most recent is Texas, in March 2018.
- CaliforniaSince 7 July 2016
- TexasResidentSince 2 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 April 2005 |
| Series 7 | General Securities Representative Examination | 1 March 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Feng Wu
- CRD
- 4894325
- Firm
- Red Crane Wealth Management · CRD 284006
- Role
- Managing Member
- Office
- 3000 EL CAMINO REAL, BUILDING 4, SUITE 200, Palo Alto, CA 94306
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- redcranewealth.com
Where does Jeffrey Wu work?
Jeffrey Wu has been Managing Member of Red Crane Wealth Management, LLC since July 2016, and is a control person of the firm.
Is Jeffrey Wu a financial advisor?
Yes. Jeffrey Wu has a current investment-adviser registration in California and Texas, through Red Crane Wealth Management since July 2016.
How many years of experience does Jeffrey Wu have?
Jeffrey Wu has 21 years in the financial industry, since April 2005, across 2 adviser firms.
What exams has Jeffrey Wu passed?
Jeffrey Wu has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2005. FINRA credited Jeffrey Wu with the SIE, which began in October 2018.
Where did Jeffrey Wu work before Red Crane Wealth Management?
Before Red Crane Wealth Management, Jeffrey Wu was registered through Ameriprise Financial Services, Inc., April 2005 to July 2016.
Where is Jeffrey Wu based?
Jeffrey Wu’s registered office is in Palo Alto, CA.
Is Jeffrey Wu registered with FINRA?
No. Jeffrey Wu has no current broker registration.
Is Jeffrey Wu a CFP?
Red Crane Wealth Management lists Jeffrey Wu with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Wu’s record?
Search CRD 4894325 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Wu’s full registration record.