Jinfeng Su

Employer firm

Mcintosh Capital Advisors, Inc. CRD 131188

$56.6M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2017 → Present
  Mcintosh Capital Advisors, Inc.
  Los Angeles, CA
• 12/2016 → 03/2017
  Sterling Bank & Trust
  Los Angeles, CA
• 10/2016 → 12/2016
  American Income Life Insurance Company
  Los Angeles, CA
• 07/2013 → 11/2016
  Ucla Extension
  Los Angeles, CA

Other Businesses

Jinfeng Su; not investment-related; 3009 Gardi St., Duarte, CA 91010; Tax preparation; Enrolled Agent; Since; 01/2020; approx. 1 hour per year; 0 hours per trading hours; Preparation of tax returns

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-10

Designations

• Certified Financial Planner