Jessica Feng Hui Lim

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 05/2023
  Avalon Investment & Advisory
  Houston, TX
• 07/2020 → 05/2023
  Avalon Wealth Management Llc
  Houston, TX
• 05/2023 → Present
  Corient
  Houston, TX
• 05/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2014-10-17 → 2023-07-21
  Avalon Investment & Advisory
  Houston, TX
• 2006-10-30 → 2014-07-31
  Levitt Capital Management Llc
  Boca Raton, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-02-27
• S65 Uniform Investment Adviser Law Examination
  2006-10-23

Other Names

• Jessica Fenghui Lim
• Fenghui Jessica Lim
• Fenghui Jessica Lim
• Jessica L Chin
• Jessica L Chin
• Jessica Feng-Hui Lim