Jessie Li is a CFA-designated registered investment advisor at Octavewealth, based in San Francisco, CA, with 10 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 8,400 clients with $30M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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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Exams
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