Jie Zhao
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Jie Zhao (趙洁), a licensed Representative with CE reference BUB905. Currently licensed at 2 firm(s): Avenue Investment Management Limited, Avenue Family Office Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 2.8 years of SFC licence history. Total licence records on file: 6.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Avenue Investment Management Limited 道信投資管理有限公司 |
Rep | Type 4 - Advising on securities | 2025-02-27 | present |
| Avenue Investment Management Limited 道信投資管理有限公司 |
Rep | Type 1 - Dealing in securities | 2024-01-02 | present |
| Avenue Investment Management Limited 道信投資管理有限公司 |
Rep | Type 9 - Asset management | 2024-01-02 | present |
| Avenue Family Office Limited 道信家族辦公室有限公司 |
Rep | Type 1 - Dealing in securities | 2023-10-17 | present |
| Avenue Family Office Limited 道信家族辦公室有限公司 |
Rep | Type 4 - Advising on securities | 2023-10-17 | present |
| Avenue Family Office Limited 道信家族辦公室有限公司 |
Rep | Type 9 - Asset management | 2023-10-17 | present |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Jie Zhao 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.