Ying Ying Jing, financial advisor Redwood Shores CA
93 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 13 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 2
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
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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Clean Record
This advisor has a clean track record with regulators.

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