JJ
JJ

Jiang Jing

3 Years of Experience
Bonsall, CA

Jiang Jing is a registered investment advisor at Xinde Asset Management Limited, based in Bonsall, CA, with 3 years of industry experience. Jiang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $50.0M1.50%
$50M+1.00%

Fee schedule is tiered, not blended.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bonsall, CA

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jiang owns Sean Jiang Law Office, a sole proprietorship law firm in California, and spends minimal time there. Jiang also owns Xinde Asset Management Group, a California corporation providing business consultation, dedicating minimal time to it as well.

Employment History
Current Registrations
Xinde Asset Management Limited
May 2022 - Present · 4 yrs
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.