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 3 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||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|
Total Assets Under Management5MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$146,721
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.