JN
Jessica L. Ng
OAKHURST ADVISORS
Los Angeles, CA 90067
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CRD#: 7701966
JN
Professional summary
Jessica Lee Ng, who also goes by Jessica Ng, is a registered financial advisor currently at OAKHURST ADVISORS located in Los Angeles, California.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jessica has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Ng
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.
Partner Fund Services, LLC; not investment related; Pasadena, California; project manager; start date: 09/2021; 40 hrs/week during trading hours; work on Trust Deed funds - reporting and analytics, and basic investor statements and reporting
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lee Ng'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
February 24, 2023 - Present
OAKHURST ADVISORS
Office #1: 1875 Century Park East Suite 900, Los Angeles, CA 90067RIA
CRD#: 282057
Los Angeles, CA
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".
OA
OAKHURST ADVISORS
ARCHWAY CAPITAL, LLC | S&R REAL ESTATE FUND GP, LLC | S&R REAL ESTATE FUND GP III, LLC | S&R REAL ESTATE FUND GP II-AUSTIN, LLC | S&R REAL ESTATE FUND GP II, LLC | S&R AND INCOME FUND GP | OAKHURST REAL ESTATE FUND GP IV, LLC | OAKHURST REAL ESTATE ADVISORS, LLC | OAKHURST OPPORTUNITY LENDING FUND GP, LLC | OAKHURST INCOME FUND GP, LLC | OAKHURST ADVISORS, LLC | OAKHURST ADVISORS | MANDALAY REAL ESTATE FUND GP, LLC | MANDALAY INDUSTRIAL ASSET MANAGEMENT, LLC | MANDALAY INCOME FUND GP, LLC | MANDALAY HOSPITALITY FUND I GP, LLC | MANDALAY ADVISORS, LLC | LEVIATHAN CO-INVEST MANAGER, LLC | HYPERION REALTY CAPITAL, LLC | GOLIATH FUND OF FUNDS GP, LLC | CKR ADVISORS, LLC
CRD#: 282057 / SEC#: 801-107689
RIA
Registered Investment Advisory firm - (4/27/2016 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
California(2/24/2023)
Current Firm
OA
OAKHURST ADVISORS
ARCHWAY CAPITAL, LLC | S&R REAL ESTATE FUND GP, LLC | S&R REAL ESTATE FUND GP III, LLC | S&R REAL ESTATE FUND GP II-AUSTIN, LLC | S&R REAL ESTATE FUND GP II, LLC | S&R AND INCOME FUND GP | OAKHURST REAL ESTATE FUND GP IV, LLC | OAKHURST REAL ESTATE ADVISORS, LLC | OAKHURST OPPORTUNITY LENDING FUND GP, LLC | OAKHURST INCOME FUND GP, LLC | OAKHURST ADVISORS, LLC | OAKHURST ADVISORS | MANDALAY REAL ESTATE FUND GP, LLC | MANDALAY INDUSTRIAL ASSET MANAGEMENT, LLC | MANDALAY INCOME FUND GP, LLC | MANDALAY HOSPITALITY FUND I GP, LLC | MANDALAY ADVISORS, LLC | LEVIATHAN CO-INVEST MANAGER, LLC | HYPERION REALTY CAPITAL, LLC | GOLIATH FUND OF FUNDS GP, LLC | CKR ADVISORS, LLC
CRD#: 282057 / SEC#: 801-107689
RIA
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Contact information
Main Address
1875 Century Park East Suite 900, Los Angeles, CA 90067
Mailing Address
Phone number
+1 (800) 235-6517
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 1,234,941,783 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
