Jeffrey Ng (CRD# 6695698) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 6 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Rancho Cucamonga, CA | Aug 2020 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Aug 2017 - Jul 2020 | 2 |
| Axa-advisors, LLC | New York, NY | Aug 2017 - Jun 2020 | 2 |
| University Of California, Riverside | Riverside, CA | Sep 2013 - Jun 2017 | 3 |
| M Holdings Securities, Inc. | San Jose, CA | Aug 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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