JQ
CFP
JQ
CFP

Jing Quan

2 Years of Experience
Herndon, VA

Jing Quan is a CFP-designated registered investment advisor at Rainey & Randall Wealth Advisors, INC., based in Herndon, VA, with 2 years of industry experience. Jing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 318 clients with $820M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
318 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$820.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M0.95%
$2.0M - $5.0M0.75%
$5.0M - $7.5M0.50%
$7.5M - $10.0M0.35%
$10.0M - $25.0M0.25%
$25M+0.20%

Fees may be negotiable within each tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Herndon, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rainey & Randall Wealth Advisors, INC.
August 2023 - Present · 2 yrs 8 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jing Quan - Financial Advisor | TrueAdvisor