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JL

Jong Hsien Lim

CITY DIFFERENT INVESTMENTS
Tenafly, NJ
Some features on this profile are disabled
CRD#: 7282036
JL

Professional summary

Jong Hsien Lim, who also goes by Jong Hsien Lim, is a registered financial advisor currently at CITY DIFFERENT INVESTMENTS located in Tenafly, New Jersey.

Jong Hsien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jong Hsien has worked at 1 firm and has passed the Series 63 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jong Hsien Lim

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) - RIA

Click below to view Jong Hsien Lim's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 22, 2022 - Present

CITY DIFFERENT INVESTMENTS

RIA
CRD#: 310982
Tenafly, NJ

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".
CD
CITY DIFFERENT INVESTMENTS
CITY DIFFERENT HOLDINGS LP | CITY DIFFERENT INVESTMENTS, LLC | CITY DIFFERENT INVESTMENTS

CRD#: 310982 / SEC#: 801-120293

RIA
Registered Investment Advisory firm - (2/8/2021 Approved)

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
(8/22/2022)
IAR
New Mexico
(8/23/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 9/28/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/2/2020
Securities Industry Essentials Examination

Current Firm

CD
CITY DIFFERENT INVESTMENTS
CITY DIFFERENT HOLDINGS LP | CITY DIFFERENT INVESTMENTS, LLC | CITY DIFFERENT INVESTMENTS

CRD#: 310982 / SEC#: 801-120293

RIA
Registered Investment Advisory firm - (2/8/2021 Approved)
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Contact information

Main Address
925 Paseo De Peralta, Santa Fe, NM 87501
Mailing Address
Phone number
(505) 416-4550
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts152
AUM (Assets Under Management)$ 265,806,164

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

CITY DIFFERENT INVESTMENTS

CRD#: 310982Tenafly, NJ

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