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Ying ying Jing

Investment adviser representative at Oceaniq Capital, LLC
12 yearsExperience
1 stateRegistered in
$334.2MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Forest Vc, LLCFeb 2020 to now
  2. Wisdomont Asset ManagementOct 2018 to now
  3. Oceaniq Group, LLCMay 2017 to now
  4. Oceaniq Partners LLCFeb 2015 to now
  5. Oceaniq Capital, LLCJan 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (CA).

Oceaniq Capital, LLC

$334.2MAssets managed
452Clients
4Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4626484
Firm CRD
168062
Advisor's SEC record (opens in a new tab)
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