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Marsha Jong

Blackrock Fund Advisors

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About Marsha Jong

Marsha Jong is a registered investment advisor representative with Blackrock Fund Advisors in San Francisco, California. Marsha has been in the financial services industry since 2001 and has a broad range of experience in the field. Marsha has experience working with investment companies and pooled investment vehicles.

Firm Information

Marsha Jong is currently registered with Blackrock Fund Advisors. Blackrock Fund Advisors is an investment advisor based in San Francisco, California. They manage over $3 trillion in assets for a variety of clients, including investment companies, pooled investment vehicles, and state or municipal government entities. The firm offers portfolio management services for businesses, investment companies, and pooled investment vehicles.
Blackrock Fund Advisors

400 HOWARD STREET

SAN FRANCISCO, CA 94105

$3.05T

Assets Under Management

1

Total Clients

14

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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portfolio management for businesses

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

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Marsha Jong’s Registration & Firm History

CA

09/09/2005 - Present

Blackrock Fund Advisors (SAN FRANCISCO CA)

CA

09/09/2005 - 08/05/2013

BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)

TX

02/26/2003 - 12/02/2004

SANDERS MORRIS HARRIS INC. (HOUSTON TX)

CA

01/16/2001 - 03/05/2003

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 09/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2005

Series 3 - National Commodity Futures Examination

BC

Issued 01/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marsha Jong.
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