Becky Biru Kuang

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2008 → 10/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 10/2011 → 10/2023
  First Republic Investment Management Inc.
  San Francisco, CA
• 09/2023 → 01/2025
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → 01/2025
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 02/2025 → 06/2026
  Unemployed
  San Francisco, CA
• 07/2026 → Present
  Robertson Stephens Capital Markets, Llc
  San Francisco, CA
• 07/2026 → Present
  Robertson Stephens Wealth Management, Llc
  San Francisco, CA

Previous Registrations

• 2011-12-09 → 2025-01-14
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2024-05-28 → 2025-01-12
  J.P. Morgan Securities Llc
  San Francisco, CA
  New York, NY
  San Francisco, CA
  San Francisco, CA

Other Businesses

1.) Robertson Stephens Wealth Management, LLC, Yes, 455 Market Street, Ste 1450, SF, CA 94105, Affiliated RIA, Advisor, July 2026, 152, 123, Advisor 2.) Robertson Stephens Capital Markets, LLC, Yes, 455 Market Street, Ste 1450, SF, CA 94105, Broker Dealer, Registered Representative, July 2026, 8, 8, Registered Representative

Exams

• S66 Uniform Combined State Law Examination
  2011-12-08