Jessie Jie-xin Li

Employer firm

Octavewealth CRD 170975

$30.0M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Pension consulting

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

Current Employers

Octavewealth

14 Mint Plaza Ste 500, San Francisco, CA 94103 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-02

CA RA
APPROVED

Since 2025-12-02

Branch Locations

14 Mint Plaza Ste 500, San Francisco, CA 94103 • 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
Octavewealth	San Francisco	CA	03/2016	Present

03/2016 → Present

Octavewealth

San Francisco, CA

Previous Registrations

2016-04-15 → 2016-12-31

Octavewealth

San Francisco, CA

Other Businesses

SIPS & PIECES. NOT INVESTMENT RELATED. 1610 LEAVENWORTH ST APT 5, SAN FRANCISCO, CA 94109. PERSONAL CHEF BUSINESS. OWNER. START DATE 1/1/2016. 20 HOURS A MONTH, 8 HOURS A MONTH DURING SECURITIES TRADING HOURS. PERSONAL CHEF.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-03-02

S63 Uniform Securities Agent State Law Examination

2009-03-02

Designations

Chartered Financial Analyst

Other Names

Jessie Jiexin Li

View on SEC IAPD