John Crigler (CRD# 1014977) is an Investment Advisor Representative working at Jrl Capital Advisors LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Great Point Capital, LLC | Irvine, CA | May 2023 - Current | < 1 |
Crigler & Crigler Insurance Services, Inc. | Irvine, CA | Jan 1986 - Current | 38 |
Jrl Capital Corporation | Newport Beach, CA | Mar 2020 - Apr 2023 | 3 |
Jrl Capital Advisors LLC | Newport Beach, CA | Mar 2020 - Apr 2023 | 3 |
Voya Financial Advisors | Irvine, CA | Sep 2014 - Mar 2020 | 5 |
Ing Financial Partners | Irvine, CA | Nov 2005 - Sep 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1996 |
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management105MILLIONS
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Total Number of Accounts302ACCOUNTS
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Average Account Value$346,684
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, CO, FL, IL, NV
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