David Jochim, financial advisor Irvine CA
93 score

David Jochim

CRD Number: 5480306
Current Firm: Unionbanc Investment Services, LLC

David Jochim (CRD# 5480306) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Irvine, CA Nov 2011 - Current 5
Union Bank Of California Irvine, CA Oct 1999 - Current 17
Unionbanc Investment Services Irvine, CA Jan 2008 - Oct 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for David A. Jochim
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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