Jonathan Chin, financial advisor Irvine CA
96 score

Jonathan Chin

CRD 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 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Management Group Inc. Irvine, CA Jan 2008 - Current 8
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
Contact Info for Jonathan A. Chin
Phone Number: 949-752-7500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,154
    MILLIONS
  • Total Number of Accounts
    5,042
    ACCOUNTS
  • Average Account Value
    $427,268
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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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