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Marsha Jong

Empirical Wealth Management

San Francisco, CA

Seattle, WA

CRD 2940201

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Employer firm

Empirical Wealth Management CRD 152622

$8.43B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-22
  • CA RA
    APPROVED
    Since 2025-04-22

Branch Locations

333 Bush Street Suite 1410, San Francisco, CA 94104 • United States

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barclays Global Investors San Francisco CA 07/2005 02/2025
Blackrock Investments, Llc San Francisco CA 08/2013 02/2025
Empirical Wealth Management San Francisco CA 04/2025 Present
  • 07/2005 → 02/2025
    Barclays Global Investors
    San Francisco, CA
  • 08/2013 → 02/2025
    Blackrock Investments, Llc
    San Francisco, CA
  • 04/2025 → Present
    Empirical Wealth Management
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-17
  • S66 Uniform Combined State Law Examination
    2001-09-17
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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