Jack Tsai, financial advisor Pasadena CA

Jack Tsai

CRD Number: 5391691
Current Firm: Tsai Wealth Management

Jack Tsai (CRD# 5391691) is an Investment Advisor Representative working at Tsai Wealth Management in Pasadena, CA and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Jack Tsai & Associates 238 S. Arroyo Pkwy #120, CA Jan 2019 - Current 5
Tsai Wealth Management West Covina, CA Sep 2009 - Current 14
Colton Wealth Management Arcadia, CA Mar 2011 - Dec 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Jack C. Tsai
Phone Number: 626-709-6556
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $207,722
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

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