John Tait (CRD# 6000312) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Irvine, CA and has over 11 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newport Capital Mortgage | Newport Beach, CA | Mar 2014 - Current | 10 |
| Jrs Investments & Wealth Preservation, LLC | Benton City, WA | Jan 2016 - Jan 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
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 Management19MILLIONS
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Total Number of Accounts128ACCOUNTS
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Average Account Value$146,842
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, HI, ID, WA
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