Jonathan ChinCRD Number: 5504798
Current Firm: Private Management Group Inc.
Jonathan Chin (CRD# 5504798) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Private Management Group Inc.||Irvine, CA||Jan 2008 - Current||9|
|Boys And Girls Club Of The Harbor Area||Irvine, CA||Jun 2007 - Jan 2008||< 1|
|Irvine Unified School District||Irvine, CA||Jun 2001 - Jul 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management2,154MILLIONS
Total Number of Accounts5,042ACCOUNTS
Average Account Value$427,268
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, HI, ID, IL, KS, LA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OR, PA, TX, UT, VA, WA