Jennifer NagaiCRD Number: 4924329
Current Firm: Parcion Private Wealth LLC
Jennifer Nagai (CRD# 4924329) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 17 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Parcion Private Wealth Management||Bellevue, WA||Oct 2019 - Current||3|
|Ubs Financial Services Inc.||Bellevue, WA||Nov 2013 - Oct 2019||5|
|Ubs Financial Services, Inc.||Bellevue, WA||Feb 2005 - Nov 2013||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management1,745MILLIONS
Total Number of Accounts1,221ACCOUNTS
Average Account Value$1,429,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, OR, TX, UT, WA
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