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COO · Octavewealth

Jessie J. Li

CRD 5041663 · Named on Form ADV at one SEC-registered adviser

At a glance

Octavewealth, an SEC-registered wealth manager based in SAN Francisco, CA with $30 million in regulatory assets, lists Jessie J. Li on its Form ADV as COO, a control person.

Firms and roles

  • OctavewealthCOOWealth manager · SAN Francisco, CA · $30M in regulatory assets

AtlasMembers

Jessie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.