JL
Jiayi Li
IENGAGE ASSET MANAGEMENT LLC
Princeton, NJ 08540
Some features on this profile are disabled
CRD#: 7057260
JL
Professional summary
Jiayi Li is a registered financial advisor currently at IENGAGE ASSET MANAGEMENT LLC located in Princeton, New Jersey.
Jiayi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jiayi 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 Jiayi Li'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
March 18, 2019 - Present
IENGAGE ASSET MANAGEMENT LLC
Office #1: 300 Carnegie Center Suite 150, Princeton, NJ 08540RIA
CRD#: 299108
Princeton, NJ
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
New Jersey(3/18/2019)
Exams
Current Firm
IA
IENGAGE ASSET MANAGEMENT LLC
IENGAGE ASSET MANAGEMENT LLC
CRD#: 299108 / SEC#:
New Jersey
Registered Investment Advisory firm - (3/18/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
300 Carnegie Center Suite 150, Princeton, NJ 08540
Mailing Address
Phone number
(609) 964-0388
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,700,000 |
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
IENGAGE ASSET MANAGEMENT LLC
CRD#: 299108Princeton, NJ 08540TRUST BUT VERIFY
Monitor Jiayi Li
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
