Jie Yuan
袁婕
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Jie Yuan (袁婕), a licensed Representative with CE reference BUT540. Currently licensed at 1 firm(s): CITIC CFI Asset Management Company Limited. Active regulated activities: Type 9 - Asset management. This person has 2.2 years of SFC licence history. Total licence records on file: 4.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| CITIC CFI Asset Management Company Limited 中信信期國際資產管理有限公司 |
Rep | Type 9 - Asset management | 2026-08-13 | present |
| New Harvest Wealth Securities Company Limited 新嘉財富證券有限公司 |
Rep | Type 9 - Asset management | 2026-04-17 | 2026-06-30 |
| New Harvest Wealth Securities Company Limited 新嘉財富證券有限公司 |
Rep | Type 1 - Dealing in securities | 2024-04-18 | 2026-06-30 |
| New Harvest Wealth Securities Company Limited 新嘉財富證券有限公司 |
Rep | Type 4 - Advising on securities | 2024-04-18 | 2026-06-30 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Jie Yuan during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.