Ying Ying JingCRD 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.
Three Bell Capital LLC
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|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|
|Banc Of America Investment Services, Inc.||San Francisco, CA||Jan 2003 - Sep 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management54MILLIONS
Total Number of Accounts109ACCOUNTS
Average Account Value$497,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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