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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jrs Investments And Wealth Preservation, LLC Aliso Viejo, CA Aug 2015 - Current 2
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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