Jay Liao (CRD# 5720612) is an Investment Advisor Representative working at Mandala Wealth Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mandala Wealth Management, LLC | San Francisco, CA | Jan 2016 - Current | 8 |
| Portfolio Monkey | San Francisco, CA | Jan 2008 - May 2017 | 9 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2016 | 1 |
| Morgan Stanley Smith Barney | Menlo Park, CA | Oct 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$514,286
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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