Jacky Hin Pui Tsang

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2016 → Present
  Wells Fargo Bank, Na
  Sugar Land, TX
• 07/2017 → Present
  Wells Fargo Clearing Services, Llc
  Sugar Land, TX
• 04/2016 → 06/2016
  Unemployed
  Sugar Land, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-17
• S63 Uniform Securities Agent State Law Examination
  2018-07-13

Other Names

• Jacky Tsang
• Hin Pui Tsang
• Hinpui Tsang
• Hin P Tsang
• Jacky Hin Pui Tsang
• Hin-Pui Tsang