Jimmy Qian

Jimmy Qian is an AVP on the Client Portfolio Management Team at Dynasty Financial Partners, where he works closely with advisors on their portfolio management and investment research needs.

Prior to Dynasty, Jimmy began his career at J.P. Morgan in New York as an Equity Research Analyst covering the Technology and Industrials sectors. After that, he was a Portfolio Analyst & Trading Associate at SAX Wealth Advisors, a NY tri-state-based RIA, where he supported portfolio management efforts and traded equity and fixed income portfolios.

Jimmy holds a Bachelor of Business Administration in Finance from The University of Texas at Austin’s McCombs School of Business, with a specialization in Investment Management and a minor in Real Estate.