JQ
Jing Quan
RAINEY & RANDALL WEALTH ADVISORS
Herndon, VA
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CRD#: 5923867
JQ
Professional summary
Jing Quan is a registered financial advisor currently at RAINEY & RANDALL WEALTH ADVISORS, INC. located in Herndon, Virginia.
Jing is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jing has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jing Quan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 2, 2023 - Present
RAINEY & RANDALL WEALTH ADVISORS, INC.
RIA
CRD#: 116251
Herndon, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
R&
RAINEY & RANDALL WEALTH ADVISORS, INC.
RAINEY & RANDALL INDVESTMENT MANAGEMENT, INC | RAINEY & RANDALL WEALTH ADVISORS, INC. | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.
CRD#: 116251 / SEC#: 801-63498
RIA
Registered Investment Advisory firm - (9/16/2004 Approved)Florida
Registered Investment Advisory firm - (10/14/2004 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2004 Terminated)South Carolina
Registered Investment Advisory firm - (9/28/2004 Terminated)Virginia
Registered Investment Advisory firm - (9/28/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(8/2/2023)
Exams
Current Firm
R&
RAINEY & RANDALL WEALTH ADVISORS, INC.
RAINEY & RANDALL INDVESTMENT MANAGEMENT, INC | RAINEY & RANDALL WEALTH ADVISORS, INC. | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.
CRD#: 116251 / SEC#: 801-63498
RIA
Registered Investment Advisory firm - (9/16/2004 Approved)Florida
Registered Investment Advisory firm - (10/14/2004 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2004 Terminated)South Carolina
Registered Investment Advisory firm - (9/28/2004 Terminated)Virginia
Registered Investment Advisory firm - (9/28/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
610 Sycamore Street Suite 340, Celebration, FL 34747
Mailing Address
Phone number
(727) 344-7711
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 848 |
| AUM (Assets Under Management) | $ 820,422,651 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
