Kana Z Liu

Employer firm

Sky Vision Wealth Management Corp. CRD 317320

$52.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2015 → 06/2019
  Sky Vision Insurance China
  Fuzhou
• 07/2019 → Present
  Sky Vision Management Corp
  San Marino, CA
• 12/2021 → Present
  Sky Vision Wealth Management Corp.
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-26

Other Names

• Jenny Liu