JN
JN

Jonathan Ng

6 Years of Experience
Austin, TX

Jonathan Ng is a registered investment advisor at Jpn Advisors LLC, based in Austin, TX, with 6 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

JPN Advisors charges a performance-based fee, calculated quarterly, for investment management services. The fee is 25% of the difference between the total profit and loss (P&L) and the total P&L benchmark. A performance fee is not charged if the total P&L is less than the total P&L benchmark. This fee structure is only available to qualified clients.

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Location

1101 W 34th St, Suite 120, Austin, TX, 78705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan is a co-founder of Bonjournal LLC, a social network and travel app, but dedicates minimal time to it. He also works full-time as a data scientist at Apple Inc.

Employment History
Current Registrations
Jpn Advisors LLC
March 2020 - Present · 6 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.