Jennifer Nagai
Investment adviser representative at Parcion Private Wealth LLC
13 yearsExperience
1 stateRegistered in
$3BFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Parcion Private Wealth LLCMay 2020 to now
- Parcion Private Wealth ManagementOct 2019 to now
- UBS Financial Services IncNov 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (WA).
Parcion Private Wealth LLC
$3BAssets managed
165Clients
15Advisers
6 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
- 4924329
- Firm CRD
- 305115