Jennifer Hong

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-04-08
CA	RA	APPROVED	2021-04-07

Branch Locations

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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Irvine	CA	05/2019	11/2020
Jpmorgan Chase Bank, N.A.	Irvine	CA	05/2019	11/2020
Bank Of America	Cerritos	CA	12/2016	05/2019
Capstone Partners	Newport Beach	CA	02/2016	11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	03/2021	Present
Uc Innovation	Irvine	CA	11/2020	02/2021

05/2019 → 11/2020

J.P. Morgan Securities Llc

Irvine, CA
05/2019 → 11/2020

Jpmorgan Chase Bank, N.A.

Irvine, CA
12/2016 → 05/2019

Bank Of America

Cerritos, CA
02/2016 → 11/2016

Capstone Partners

Newport Beach, CA
03/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
11/2020 → 02/2021

Uc Innovation

Irvine, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-13

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