Jing Zheng

NEAT FINANCIAL PLANNING

FALLS CHURCH, VA 22046

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CRD#: 7188834

Professional summary

Jing Zheng, CFP®, who also goes by Kimberly Zheng, is a registered financial advisor currently at NEAT FINANCIAL PLANNING located in Falls Church, Virginia.

Jing is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jing has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly Zheng

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.

Jing Zheng holds insurance licenses and can provide analyses and recommendations to clients regarding insurance needs; however, because Neat Financial Planning, LLC intends to be a fee-only adviser, she will not sell products and will not receive commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jing Zheng'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

November 15, 2023 - Present

NEAT FINANCIAL PLANNING

Office #1: 103 Rowell Court Upper Suite, Falls Church, VA 22046

RIA

CRD#: 328302

FALLS CHURCH, VA

Past

March 4, 2020 - September 13, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

GREAT FALLS, VA

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
(11/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/15/2020

Uniform Investment Adviser Law Examination

Current Firm

NEAT FINANCIAL PLANNING

NEAT FINANCIAL PLANNING | NEAT FINANCIAL PLANNING, LLC

CRD#: 328302 / SEC#:

Virginia

Registered Investment Advisory firm - (11/15/2023 Approved)

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Contact information

Main Address

103 Rowell Court Upper Suite, Falls Church, VA 22046

Mailing Address

103 Rowell Court Upper Suite, Falls Church, VA 22046

Phone number

(703) 468-1810

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 8,198,824

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.

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Jing Zheng

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jing Zheng's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEAT FINANCIAL PLANNING

UNITED CAPITAL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2020

Current Firm

NEAT FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEAT FINANCIAL PLANNING

TRUST BUT VERIFY

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