Jessica Ng
Investment adviser representative at Wealth Architects, LLC
12 yearsExperience
1 stateRegistered in
$2.4BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wealth Architects, LLCAug 2021 to now
- Ieq CapitalJun 2019 to Aug 2021
- First Republic BankJan 2019 to Jun 2019
- Morgan StanleyJun 2018 to Oct 2018
- Chase BankAug 2017 to May 2018
- StarbucksNov 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Architects, LLC
$2.4BAssets managed
437Clients
16Advisers
21 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
- 6946860
- Firm CRD
- 135373