Jimmy Wong, financial advisor Fresno CA

Jimmy Wong

CRD Number: 1403316
Current Firm: Ivory Global Capital Group

Jimmy Wong (CRD# 1403316) is an Investment Advisor Representative working at Ivory Global Capital Group in Fresno, CA and has over 33 years of experience in the finance industry. Jimmy Wong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Jan 2009 - Current 15
Ivory Global Capital Group Fresno, CA Mar 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
Contact Info for Jimmy S. Wong
Phone Number: 559-225-1306
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $340,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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