Jeremy Chused, financial advisor Newport Beach CA

Jeremy Chused

CRD Number: 5066638
Current Firm: Provenio Capital

Jeremy Chused (CRD# 5066638) is an Investment Advisor Representative working at Provenio Capital in Newport Beach, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Provenio Capital Management Inc. Costa Mesa, CA Jun 2016 - Current 5
M Holdings Securities, Inc. Portland, OR Sep 2014 - Sep 2016 2
Tippett Moorhead Cost Mesa, CA Sep 2014 - Jun 2016 1
Icg Advisors, LLC Los Angeles, CA Feb 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Jeremy D. Chused
Phone Number: 949-301-9060
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    981
    MILLIONS
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $5,330,148
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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