JonesTrading
Jeff Wong has extensive work experience in the financial industry. Jeff started their career at KPMG as a Manager in the Financial Services Assurance Practice, where they worked with various clients in the banking and finance sector. After that, they joined Guidance Solutions as a Sr. Associate in Business Development. Jeff then moved on to Jefferies & Co., first working as an AVP of Business Analysis and Planning, and later as the CFO of Jefferies Execution Services. Following their time at Jefferies, Jeff served as the Chief Administrative Officer, CFO, COO, and CCO at Financial Technology Partners / FT Partners. Currently, they hold the position of Financial Operations Principal at JonesTrading.
Jeff Wong received their Bachelor's Degree in Business Economics - Magna Cum Laude from UCLA, where they studied from 1991 to 1995. Jeff also holds additional certifications including a CPA (Inactive) from the California Board of Accountancy, and Series 7, 14, 24, 27, 63, 79, and 99 from FINRA.
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JonesTrading
JonesTrading is one of the oldest and largest executing equity trading firms in the U.S. and is a worldwide leader in equity block trading. Since 1975, the sole focus of JonesTrading has been creating liquidity for institutional and corporate clients on an unconflicted basis. The ability to provide a secure, trusted platform connecting a diverse group of market players enables the firm to unlock liquidity, providing best-quality execution for larger and more complex trades. JonesTrading has been a trusted, high touch execution partner for institutional money managers and hedge funds for over 40 years. We understand the intricacies of execution and the importance of anonymity. Through our network of over 100 registered representatives we source liquidity from over 1,500 institutions and hedge funds in addition to virtually every exchange and dark pool. We are able to secure advantageous prices across the greatest number of markets in a timely manner, without revealing client intent. We remain neutral and clients remain anonymous, minimizing market impact and opportunity costs. Refer to the Firm's website ("Our Companies") for relevant disclosures: https://www.jonestrading.com/