Shawn Jen Hsieh

Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 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

• 01/2016 → 02/2018
  City National Bank
  Los Angeles, CA
• 02/2018 → 06/2018
  Dfpg Investments, Inc.
  Sandy, UT
• 02/2018 → 06/2018
  American Financial Network Advisory Services, Llc
  Calabasas, CA
• 06/2018 → Present
  Highline Wealth Partners
  Sherman Oaks, CA

Previous Registrations

• 2018-02-20 → 2018-05-29
  American Financial Network Advisory Services, Llc
  Los Angeles, CA
• 2016-01-14 → 2018-02-16
  Rbc Securities, Inc
  Los Angeles, CA
  Los Angeles, CA
  Long Beach, CA
  Los Angeles, CA
• 2013-03-18 → 2015-12-31
  Mullintbg Advisors
  El Segundo, CA
  Irvine, CA
• 2010-09-13 → 2012-10-03
  Park Avenue Securities Llc
  Brea, CA
• 2010-04-19 → 2010-06-11
  Edward Jones
  St Louis, MO
• 2009-05-29 → 2010-03-19
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA
• 2008-07-23 → 2008-08-14
  Ameriprise Financial Services, Llc
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-07-22

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jen Hsieh
• Hsieh