Jheesue Yang, financial advisor Milpitas CA

Jheesue Yang

CRD Number: 7457227
Current Firm: Ni Advisors

Jheesue Yang (CRD# 7457227) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Weiss Accountancy LLP Van Nuys, CA May 2023 - Current 1
Ni Advisors Milpitas, CA Jun 2022 - Current 1
Jheesue Yan West Hollywood, CA Sep 2021 - Current 2
Neumeister & Associates Burbank, CA Jan 2022 - May 2023 1
Equitable Advisors LLC New York, NY Oct 2021 - Jun 2022 < 1
Gursey | Schneider LLP Los Angeles, CA Jan 2020 - Dec 2021 1
Choi Hong Lee & Kang LLP Los Angeles, CA Aug 2017 - Jan 2020 2
Unemployment Amsterdam, Jul 2017 - Aug 2017 < 1
University Of Amsterdam Amsterdam, Jan 2014 - Jul 2017 3
Lg Electronics Benelux Amstelveen, Jul 2016 - Jan 2017 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jheesue Yang
Phone Number: 510-306-7777
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $60,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, MA, NJ, RI, TX

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