Jennifer
Leong
Bakeravenue
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About this Advisor
Jennifer Leong is a certified financial planner who works out of New York, New York with a total of 3 years of relevant experience. Leong is an advisor for Bakeravenue. Throughout their career, Leong has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Baker Avenue Asset Management Lp and Wells Fargo Clearing Services LLC. Leong has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Florida, Georgia and New York. Bakeravenue is a financial advisory company that has its headquarters in San Francisco, CA. It has offices in 11 locations and a total of 39 advisors. It handles $2 billion in assets among its 2,211 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 2,211 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Bakeravenue offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the services. However, fees charged by Bakeravenue likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bakeravenue Brokerage Details
$1,900,110,402
39
2,211
$859,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jennifer Leong Work History
Jennifer has been registered as a financial advisor for 3 years.*
Baker Avenue Asset Management Lp
Wells Fargo Clearing Services LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Leong 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 Bakeravenue
San Diego, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
