Jagat Pokharel (CRD# 6385600) is an Investment Advisor Representative working at Schroeder Capital Management, LLC in Lafayette, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schroeder Capital Management, LLC | Lafayette, CA | Jun 2017 - Current | 6 |
| Douglas Telecommunications, Inc. | Larkspur, CA | Jun 2017 - Sep 2017 | < 1 |
| Schroeder Capital Management, LLC | Lafayette, CA | Jul 2014 - Jun 2017 | 2 |
| None | New London, NH | Sep 2013 - May 2014 | < 1 |
| None | New London, NH | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CA
- VA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$559,532
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
CA, VA
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