Jian Ye (CRD# 4561823) is an Investment Advisor Representative working at Guiding Star Group, LLC in Rocklin, CA and has over 21 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guiding Star Group, LLC | Foster City, CA | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$16,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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