Jessie Li is a CFA-designated registered investment advisor at Octavewealth, based in San Francisco, CA, with 9 years of industry experience. Jessie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 7,700 clients with $22M in assets under management.
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OctaveWealth assists retirement plan participants in building a portfolio of investments suitable for their risk tolerance and retirement goals. Using proprietary models, OctaveWealth offers clients a globally diversified portfolio as a starting point. Clients can then make adjustments to that portfolio based on preferences, and view historic performance and simulated future performance. Once clients have chosen a target-portfolio, OctaveWealth will purchase securities on their behalf to replicate this. On an on-going basis, OctaveWealth will re-balance clients’ accounts to bring it back in line with their target-portfolio, as the value of their holdings change.
Location
14 Mint Plaza Ste 500, San Francisco, CA, 94103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessie owns a personal chef business called Sips & Pieces since 2016. This takes about 10-20% of Jessie's time, with a portion of that time during securities trading hours.
Employment History
Current Registrations
Octavewealth
Previous Registrations
Octavewealth
State Registrations1 state
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