Christopher Petrik, financial advisor Aliso Viejo CA
89 score

Christopher Petrik

CRD Number: 5964038
Current Firm: Jrs Investments And Wealth Preservation, LLC

Christopher Petrik (CRD# 5964038) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Aliso Viejo, CA and has over 3 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Aliso Viejo CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Jeffrey Tilson, financial advisor Aliso Viejo CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Daniel Sexton, financial advisor Aliso Viejo CA
Daniel E. Sexton
CRD# 5314524
Rs Crum Inc.
Score
103
Company Name Location Dates Years
Jrs Investments And Wealth Preservation, LLC Aliso Viejo, CA Aug 2015 - Current 1
Unemployed Aliso Viejo, CA Jan 2015 - Aug 2015 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2015 < 1
Morgan Stanley Laguna Niguel, CA Jun 2013 - Jan 2015 1
Accuform I-9 San Juan Capistrano, CA Nov 2012 - Apr 2013 < 1
Waddell & Reed, Inc. San Diego, CA Oct 2011 - Sep 2012 < 1
Unemployed San Diego, CA May 2011 - Sep 2011 < 1
Merrill Lynch La Jolla, CA Jan 2011 - May 2011 < 1
Student San Diego, CA Jan 1999 - May 2011 12
San Diego State University San Diego, CA Sep 2009 - Jan 2011 1
Accuform I-9 San Francisco, CA Jun 2009 - Sep 2009 < 1
Chick's Sporting Goods Ladera Ranch, CA Feb 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Christopher M. Petrik
Phone Number: 858-735-2640
Firm Website: http://www.invwp.com
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $146,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.