Jingbo Pan (CRD# 5266959) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Long Grove, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vestech Securities, Inc. | St. Louis, MO | Jun 2020 - Current | 3 |
| Vestech Asset Management | St. Louis, MO | Jun 2020 - Current | 3 |
| J&y Cpa Consulting Company, P.c. | Cary, IL | Oct 2009 - Current | 14 |
| Coastal Equities, Inc. | Wilmington, DE | May 2019 - Feb 2020 | < 1 |
| Coastal Investment Advisors | Wilmington, DE | May 2019 - Feb 2020 | < 1 |
| Axiom Capital Management, Inc. | New York, NY | Nov 2018 - May 2019 | < 1 |
| Unemployed | Chicago, IL | Sep 2018 - Oct 2018 | < 1 |
| International Assets Advisory | Orlando, FL | Apr 2014 - Aug 2018 | 4 |
| Tax Buffet, LLC | Crystal Lake, IL | Jan 2010 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
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- IL
- TX
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Total Assets Under Management82MILLIONS
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Total Number of Accounts303ACCOUNTS
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Average Account Value$272,038
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, IL, KS, MI, MO, NC, PA, TX
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