Jeff Wong

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.