Unclaimed Profile

Jane Jia Ouyang

AMEGY INVESTMENTS, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 27, Series 63Clean recordAMEGY INVESTMENTS, INC.

4400 POST OAK PARKWAY, HOUSTON, TX 77027-3421CRD# 1817244Firm CRD# 120145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jane Jia Ouyang · HOUSTON, TX

Registration

CRD #1817244 · AMEGY INVESTMENTS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMEGY INVESTMENTS, INC.

CRD 120145 · SEC 801-61121

AUM

$2.0B

Regulatory assets under management

Employees

186 client accounts

Services offered by AMEGY INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMEGY INVESTMENTS, INC. →

Introduction

Speak with Jane Jia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jane Jia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jane Jia Ouyang offer?

Jane Jia Ouyang specializes in Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Jane Jia Ouyang's credentials?

Jane Jia Ouyang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jane Jia Ouyang located?

Jane Jia Ouyang is based in HOUSTON, Texas, working with AMEGY INVESTMENTS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Jane Jia Ouyang charge for services?

Jane Jia Ouyang's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMEGY INVESTMENTS, INC.?

AMEGY INVESTMENTS, INC. has approximately 36 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →