Jessica Lee Ng
Investment adviser representative at Oakhurst Advisors
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
10 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Oakhurst Advisors, LLCFeb 2023 to now
- Partner Fund Services, LLCSep 2021 to now
- Travelers InsuranceJun 2017 to Sep 2021
- Claremont Mckenna CollegeAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Oakhurst Advisors
Legal name: Oakhurst Advisors, LLC
$1.2BAssets managed
23Clients
1Advisers
10 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
- 7701966
- Firm CRD
- 282057