Christopher PetrikCRD 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management6MILLIONS
Total Number of Accounts38ACCOUNTS
Average Account Value$170,263
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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