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Jilena Yuen-han Mok

Aegis Capital Corp.

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About Jilena Yuen-han Mok

Jilena Yuen-han Mok is an investment advisor representative associated with Aegis Capital Corp. Jilena has been in the industry since December 24, 2012. Jilena has a Series 66 and Series 7 license. Jilena has been registered with Aegis Capital Corp since May 2023, and was previously registered with EDWARD JONES from October 25, 2012 to March 9, 2023. Jilena is currently licensed in Alabama, California, Minnesota, Nevada, New Mexico, New York, Pennsylvania, Puerto Rico, Tennessee, Texas, and Virginia. Jilena is also registered with the Investment Advisor Association in California, New York, and Texas. Jilena specializes in portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Jilena Mok is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jilena Mok’s Registration & Firm History

CA

05/11/2023 - Present

Aegis Capital Corp. (San Francisco CA)

CA

10/25/2012 - 03/09/2023

EDWARD JONES (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 11/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Jilena Yuen-han Mok. Review regulatory record here.
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