Jong Hsien Lim, financial advisor Santa Fe NM

Jong Hsien Lim

CRD Number: 7282036
Current Firm: City Different Investments

Jong Hsien Lim (CRD# 7282036) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
City Different Investments Santa Fe, NM Feb 2021 - Current 3
Jefferies LLC New York, NY Jul 2020 - Feb 2021 < 1
N/a Brooklyn, NY Jun 2020 - Jun 2020 < 1
University Of Pennsylvania Philadelphia, PA Aug 2018 - May 2020 1
Thornburg Investment Management Santa Fe, NM Jun 2019 - Aug 2019 < 1
Pwc Florham Park, NJ Jul 2015 - Oct 2018 3
Booz & Company (later Strategy& Of Pwc) Florham Park, NJ Sep 2012 - Jun 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
Contact Info for Jong Hsien Lim
Phone Number: 505-416-4550
Registered State(s):
  • NJ
  • NM
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,259,178
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, MA, NJ, NM, PA, TX

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