JJ
Jiang Jing
XINDE ASSET MANAGEMENT LIMITED
Bonsall, CA
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CRD#: 7463950
JJ
Professional summary
Jiang Jing is a registered financial advisor currently at XINDE ASSET MANAGEMENT LIMITED located in Bonsall, California.
Jiang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jiang has worked at 1 firm and has passed the Series 65 exam.
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.
1. Sean Jiang Law Office, which is Jiang Jing's sole proprietorship law firm in California. Jiang Jing (Sean) has just been admitted to California Bar in Nov 2021 and opened his own boutique California law office. This is not investment related. Address: 31916 Del Cielo Este Apt. 29 Bonsall CA 92003-3920, United States. Nature of Business: Legal services. Position: sole owner and sole practicing lawyer. Relationships: No. Start Date: 24 Nov, 2021. No. of Hours: about 3 hours per month. No. of Hous during trading Hours: 0. Duties: owner, attorney, and CEO. 2. Xinde Asset Management Group, a Caliifornia corporation incorporation in Nov 2021. However, Xinde Asset Management Group is not an investment adviser or broker-dealer. This is investment related (however Xinde Asset Management Group has not applied for registration as an RIA firm). Address: 31916 Del Cielo Este Apt. 29 Bonsall CA 92003-3920, United States. Nature of Business: business consultation. Position: sole owner and Director, CEO. Relationships: No. Start Date: Nov, 2021. No. of Hours: about 3 hours per month. No. of Hous during trading Hours: 0. Duties: owner, attorney, and CEO.
CRS (Client Relationship Summary) - RIA
Click below to view Jiang Jing'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
May 4, 2022 - Present
XINDE ASSET MANAGEMENT LIMITED
RIA
CRD#: 316667
Bonsall, CA
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
California(5/4/2022)
Current Firm
XA
XINDE ASSET MANAGEMENT LIMITED
XINDE ASSET MANAGEMENT LIMITED
CRD#: 316667 / SEC#:
California
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Contact information
Main Address
Bonsall, CA
Mailing Address
1968 S. Coast Hwy #2854, Laguna Beach, CA 92651
Phone number
(917) 985-7989
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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