Ying Ying Jing, financial advisor Redwood Shores CA
73 score

Ying Ying Jing

CRD Number: 4626484
Current Firm: Oceaniq Capital, LLC

Ying Ying Jing (CRD# 4626484) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood Shores, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Oceaniq Capital, LLC San Francisco, CA Jan 2014 - Current 4
Sf Sentry Securities, Inc. San Francisco, CA Jan 2014 - Jul 2015 1
Credit Suisse Securities (usa) LLC San Francisco, CA Jul 2012 - Dec 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto, CA Oct 2009 - Jul 2012 2
Banc Of America Investment Services, Inc. Palo Alto, CA Jun 2009 - Oct 2009 < 1
Chase Foster City, CA Apr 2009 - May 2009 < 1
Bank Of America Investment Services Inc. Fremont, CA Sep 2008 - Jan 2009 < 1
Bank Of America Na Fremont, CA Sep 2008 - Jan 2009 < 1
Banco Santander San Francisco, CA Sep 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S66 NASAA Uniform Combined State Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Ying Ying Jing
Phone Number: (415) 432-7580
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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