JN
JN

Jessica Ng

3 Years of Experience
Los Angeles, CA

Jessica Ng is a registered investment advisor at Oakhurst Advisors, based in Los Angeles, CA, with 3 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 22 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1875 Century Park East, Suite 900, Los Angeles, CA, 90067

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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

Jessica works as a project manager for Partner Fund Services, LLC, focusing on Trust Deed funds reporting, analytics, and investor statements. This takes nearly all of Jessica's time.

Employment History
Current Registrations
Oakhurst Advisors
February 2023 - Present · 3 yrs 3 mos
State Registrations1 state
CA
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.
Jessica Ng - Financial Advisor | TrueAdvisor