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 13 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|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|
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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