Marsha Jong
Investment Adviser Representative at Empirical Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marsha Jong is an investment adviser representative with Empirical Wealth Management in San Francisco, CA, where they have been registered since 2025. They have worked in the securities industry since 2001 and were previously registered with Blackrock FUND Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 3 (commodity futures). They are registered to provide investment advice in California.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Barclays Global InvestorsJul 2005 – Feb 2025San Francisco, CA
- Blackrock Investments, LLCAug 2013 – Feb 2025San Francisco, CA
- Empirical Wealth ManagementApr 2025 – no end date reportedSan Francisco, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Empirical Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $3,000,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 68
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Seattle, WA
- SEC file number:
- 801-72168
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Empirical Wealth Management
Showing 12 of 68 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marsha Jong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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