Advisor Information
NextCode Wealth Advisors
Based In:
Serving Clients in these States

Jenny is the co-founder of NextCode Wealth Advisory Group.She is also a CAP (Chartered Adviser on Philanthropy) with strong intention to helps her clients to maximize the performance of their financial capital and social capital  in order to reach their financial goal and social impact goal, she has been focusing on  to develop her advisory practice on integrating Strategic Philanthropy Planning with Investment Management Planning.Jenny has a very diverse background and a good deal of multi-cultural business experience. Before she made career change into financial service industry, She had worked in high-tech industry in Silicon Valley companies such as Sun Microsystems and Cirrus Logic. .In 2000, Jenny relocated to China and played key roles in the launch of two high tech start-ups. She was a co-founder of both Vision Next Technology, Inc and Noya Information Technology, Inc. She played a significant role in both ventures by managing functions including investor relation and marketing.In 2004, she started her own investment consulting firm ‘Sino Venture Partners” in China, providing consulting and field support services to assist American high-tech companies entering china market. During the next 2 years, she successfully contributed to the business development of such company as LGC Wireless in the areas of channel development and strategic partnership management inside China. In addition, she often provided consulting services to several venture capital firms who were just beginning their plans of direct investment in the Chinese market. By tapping into her unique “China insights” from such extensive on the ground experience and networking, she was able to bring significant value to her clients.[Professional Credientials] CAP (Chartered Advisor on Philanthropy); Series License 7, 65, 63, 6 and Insurance license; [Specialties ]  Strategic Philanthropy Planning  + Purposeful  Investing ; Cross-Culture Investors Relationship Management