Jing Zheng

Current Employers

Neat Financial Planning

200 Little Falls Ste 302A, Falls Church, VA 22046 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-11-15

VA RA
APPROVED

Since 2023-11-15

Branch Locations

200 Little Falls Ste 302A, Falls Church, VA 22046 • 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

Organization	City	State	From	To
Goldman Sachs Personal Financial Management	Newport Beach	CA	10/2019	08/2023
Ucla Extension	Los Angeles	CA	01/2019	10/2019
Puji Capital	Shanghai		09/2016	12/2018
Unemployed	Los Angeles	CA	03/2016	09/2016
Neat Financial Planning, Llc	Falls Church	VA	08/2023	Present

10/2019 → 08/2023

Goldman Sachs Personal Financial Management

Newport Beach, CA
01/2019 → 10/2019

Ucla Extension

Los Angeles, CA
09/2016 → 12/2018

Puji Capital

Shanghai
03/2016 → 09/2016

Unemployed

Los Angeles, CA
08/2023 → Present

Neat Financial Planning, Llc

Falls Church, VA

Previous Registrations

2020-03-04 → 2023-09-13

United Capital Financial Advisors

Great Falls, VA

Other Businesses

Jing Zheng holds insurance licenses and can provide analyses and recommendations to clients regarding insurance needs; however, because Neat Financial Planning, LLC intends to be a fee-only adviser, she will not sell products and will not receive commissions.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-02-15

S65 Uniform Investment Adviser Law Examination

2020-02-15

Designations

Other Names

Kimberly Zheng

View on SEC IAPD