Jessica
Ng

Oakhurst Advisors

CRD#7701966
Investment Advisor
in Los Angeles, CA

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About this Advisor

Jessica Ng is a financial advisor based in Los Angeles, California, working with Oakhurst Advisors. Jessica has previously held positions at Oakhurst Advisors, LLC, Partner Fund Services, LLC, Travelers Insurance, and Claremont McKenna College. Jessica has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jessica is part of Oakhurst Advisors, which operates out of Los Angeles, California. The firm has 1 office and 7 employees. The firm manages assets totaling $1.2 billion and offers portfolio management for pooled investment vehicles. The fee structure at Oakhurst Advisors includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1875 Century Park East Suite 900
Los Angeles, CA 90067

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Oakhurst Advisors Brokerage Details

Total Assets Under Management

$1,204,650,234

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

29

CA Average: 3,727
Average Account Size

$41,539,663

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Jessica Ng Work History

2023 - Present (1 year)

Oakhurst Advisors, LLC

2021 - Present (3 years)

Partner Fund Services, LLC

2017 - 2021 (4 years)

Travelers Insurance

2013 - 2017 (4 years)

Claremont Mckenna College

Disclosures

Please visit the SEC profile of Jessica Ng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oakhurst Advisors

Jessica Ng
Los Angeles, CA

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