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Jonathan Ng

Ernst & Young Capital Advisors, LLC

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About Jonathan Ng

Jonathan Ng is a financial advisor based in San Francisco, California. Jonathan has been in the industry since 2020 and holds the Series 63, Series 79TO, and SIE licenses. Jonathan is currently registered with Ernst & Young Capital Advisors, LLC and has previously worked at AlanTRA, LLC.

Firm Information

Jonathan Ng is currently registered with Ernst & Young Capital Advisors, LLC. Ernst & Young Capital Advisors, LLC is a Limited Liability Company formed on November 6, 2009. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

31

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.

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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Jonathan Ng’s Registration & Firm History

CA

04/25/2024 - Present

Ernst & Young Capital Advisors, LLC (SAN FRANCISCO CA)

CA

11/06/2019 - 02/27/2024

ALANTRA, LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 04/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Ng.
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