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Jessica Ng

Wealth Architects, LLC

Mountain View, CA

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Current Employers
Wealth Architects, Llc

800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-27
  • CA RA
    APPROVED
    Since 2023-03-27

Branch Locations

800 West El Camino Real Suite 201, Mountain View, CA 94040 • 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
OrganizationCityStateFromTo
Morgan Stanley San Francisco CA 06/2018 10/2018
Starbucks San Francisco CA 11/2014 08/2017
Chase Bank San Francisco CA 08/2017 05/2018
Wealth Architects, Llc San Francisco CA 08/2021 Present
First Republic Bank San Francisco CA 01/2019 06/2019
Ieq Capital Foster City CA 06/2019 08/2021
  • 06/2018 → 10/2018
    Morgan Stanley
    San Francisco, CA
  • 11/2014 → 08/2017
    Starbucks
    San Francisco, CA
  • 08/2017 → 05/2018
    Chase Bank
    San Francisco, CA
  • 08/2021 → Present
    Wealth Architects, Llc
    San Francisco, CA
  • 01/2019 → 06/2019
    First Republic Bank
    San Francisco, CA
  • 06/2019 → 08/2021
    Ieq Capital
    Foster City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-25
  • S65 Uniform Investment Adviser Law Examination
    2023-03-25

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT · MOUNTAIN VIEW, CA
NIMBLE VENTURE STUDIO LLC · MOUNTAIN VIEW, CA
OSAIC ADVISORY SERVICES, LLC · MOUNTAIN VIEW, CA
ELEFUND MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
ALPHASKEW MC, LLC · MOUNTAIN VIEW, CA

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