Jessica Lee Ng

Employer firm

Oakhurst Advisors CRD 282057

$1.25B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 02/2023 → Present
  Oakhurst Advisors, Llc
  Los Angeles, CA
• 09/2021 → Present
  Partner Fund Services, Llc
  Pasadena, CA
• 06/2017 → 09/2021
  Travelers Insurance
  Diamond Bar, CA
• 08/2013 → 06/2017
  Claremont Mckenna College
  Claremont, CA

Other Businesses

Partner Fund Services, LLC; not investment related; Pasadena, California; project manager; start date: 09/2021; 40 hrs/week during trading hours; work on Trust Deed funds - reporting and analytics, and basic investor statements and reporting

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-03

Other Names

• Jessica Ng