Jing Quan, CFP®

Jing Quan, CFP®

Financial Analyst

Since joining the firm in 2012, Jing has played an integral role in the success of the firm. She is a knowledgeable resource to help clients establish and fund accounts, coordinate between financial institutions, and navigate through the stock market maze. Jing is responsible for the development and integration of the multiple investment models used in managing our client portfolios. She also assists in client relations and administrative support.

Jing received BA in Economics from Dongbei University of Finance & Economics in China. She is also a graduate of the University of Texas at Dallas with a Master of Science in Finance and completed the Financial Planning Certification curriculum at Florida State University, subsequently received her CERTIFIED FINANCIAL PLANNER™ designation.