Jason Ting

Current Employers

Employment History

• 01/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA
• 08/2009 → Present
  Bank Of America,Na
  San Mateo, CA

Other Businesses

I*846238For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Sparks, Nevada, 89441Nature of business: Position, title, association: Sole owner, Start date of relationship: 5/1/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I*137266For profit or not for profit: Non-Profit OrganizationName of outside business organization: Leadership Council of San Mateo CountyInvestment related: NAddress of business:Burlingame, California 94010Nature of business: Charitable Organization,Compensation for Activity: NPosition, title, association: Advisory Board Member, Start date of relationship: 1/4/2021Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: Founding Board Member. Not a committee member I*: 350570Entity Type: CharitableName of OBA: Samaritan HouseAddress: San Mateo, CA 94403Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: July 2010Number of Hours: 3 hrs wklyNumber of Hours during trading: 1 hr wklyDuties: Participate in monthly board meetings. Help with events. Help bring in new members. Be on the Investment CommitteeI*2794278, Entity Type non-profit, Name of OBA: UCSD Alumni Association Address: La JollaCalifornia92093 Investment Related: No Position, Title, Association: Planning Committee Member Employee Start Date: 09/01/2025 No Hours:2 monthly No Hours during trading:0 Duties:Connect UCSD Alumni in the SF Bay Area / Silicon Valley / Peninsula. I'm helping them to plan a social event in mid-September. I*3109267 Entity Type: N/A Name of OBA:Castilleja School Address:Palo Alto California Investment Related:No Position, Title, Association:N/A Start Date:06/01/2024 No Hours: 50 Yearly No Hours during trading:2 Yearly Duties:I help serve on the committee for my daughters school dance Set up flowers on tables and help with marketing the event but telling parents to buy their tickets I*4446269, Entity Type: Entity For Profit, Name of OBA: Patrick Mustang Enterprises LLC, Address: Hillsborough, California, 94010, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 12/11/2010, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: Pay property taxes, coordinate legal and real estate agents, pay tax filing expenses to CPA, Real estate management for family property, property is just holding real estate with no rental income

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-06
• S66 Uniform Combined State Law Examination
  2002-06-20