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JH

Jacky C. Hong

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CRD#: 3208538
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacky C Hong, who also goes by Jacky Chiapo Hong, Jacky P Hong, was a registered financial professional .

Jacky is a previously registered financial professional and started their career in finance in 1999. Jacky had worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jacky Chiapo Hong | Jacky P Hong

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 5, 2018 - December 9, 2019

E-W INVESTMENTS, INC.

RIA
CRD#: 17463
SAN GABRIEL, CA
Past

December 3, 2018 - December 9, 2019

E-W INVESTMENTS, INC.

BD
CRD#: 17463
SAN GABRIEL, CA
Past

March 8, 2016 - November 19, 2018

KEY WEST INVESTMENTS, LLC

RIA
CRD#: 149418
SAN GABRIEL, CA
Past

March 8, 2016 - November 19, 2018

KEY WEST INVESTMENTS, LLC

BD
CRD#: 149418
SAN GABRIEL, CA
Past

June 5, 2012 - October 21, 2014

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
LOS ANGELES, CA
Past

June 5, 2012 - October 21, 2014

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
LOS ANGELES, CA
Past

October 11, 2011 - June 1, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN MARINO, CA
Past

October 11, 2011 - June 1, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN MARINO, CA
Past

December 15, 2010 - October 11, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
HACIENDA HTS, CA
Past

December 14, 2010 - October 11, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
HACIENDA HTS, CA
Past

June 1, 2009 - December 17, 2010

MORGAN STANLEY

RIA
CRD#: 149777
LOS ANGELES, CA
Past

June 1, 2009 - December 17, 2010

MORGAN STANLEY

BD
CRD#: 149777
LOS ANGELES, CA
Past

November 12, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
LOS ANGELES, CA
Past

August 17, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
LOS ANGELES, CA
Past

July 13, 2006 - August 1, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
ROWLAND HEIGHTS, CA
Past

November 25, 2005 - June 5, 2006

WAMU INVESTMENTS, INC.

BD
CRD#: 599
DIAMOND BAR, CA
Past

March 24, 2005 - May 6, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 24, 2005 - May 6, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

May 7, 2002 - September 8, 2004

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

January 30, 2002 - April 30, 2002

SINOPAC FINANCIAL SERVICES (USA) LTD.

BD
CRD#: 106464
INDUSTRY, CA
Past

August 8, 2001 - December 19, 2001

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

May 30, 2000 - July 31, 2001

GENESIS SECURITIES, LLC

BD
CRD#: 46992
NEW YORK, NY
Past

June 11, 1999 - January 27, 2000

MARKETREND SECURITIES, LTD.

BD
CRD#: 34423
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 10/13/2007
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


EI
E-W INVESTMENTS, INC.
E-W INVESTMENT COUNSEL, A DIVISION OF E-W INVESTMENTS, INC. | EW- INVESTMENTS, INC. | EAST-WEST SECURITIES, INC. | E-W INVESTMENTS, INC.

CRD#: 17463 / SEC#: , 8-35259

BD
Terminated by SEC on 03/12/2020
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Contact information


Main Address
205 E. Las Tunas Drive, San Gabriel, CA 91776
Mailing Address
Phone number
Established
California since 12/05/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
J.A PONG FAMILY TRUST OF 1992SHARE HOLDER/OWNER
BAUCHIERO, STACYTRUSTEE6921039
CHANG, ZI XIANG WTRUSTEE4952847
LEE, EDWIN PAKCHIEF COMPLIANCE OFFICER/ PRINCIPAL5166122
LEE, SHIRLEY ANNTRUSTEE6921028

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


E-W INVESTMENTS, INC.

CRD#: 17463

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