Ka Lai Ng

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE PROGRAM

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

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

Current Employers

Employment History

• 02/2012 → 07/2019
  First Republic Bank
  San Francisco, CA
• 08/2019 → 09/2023
  First Republic Investment Management, Inc
  San Francisco, CA
• 06/2020 → 10/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 09/2023 → 04/2024
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → 04/2024
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 04/2024 → Present
  Citizens Securities, Inc.
  San Francisco, CA
• 04/2024 → Present
  Citizens Private Wealth
  San Francisco, CA
• 04/2024 → Present
  Citizens Bank
  San Francisco, CA

Previous Registrations

• 2022-01-21 → 2024-04-22
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2023-12-06 → 2024-04-20
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

Name: In-Home Supportive Services Address: 1650 Mission Street, San Francisco, CA 94103 Investment-related: No Nature of the business: Homecare Role: Homecare provider Start Date: 01/03/2022 Description of duties: In-Home Supportive Services to take care of a child. Number of hours each month: 80 Number of hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-01-20

Other Names

• Kylie Ng
• Kylie Ka Lai Ng