Jeremy ChusedCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management981MILLIONS
Total Number of Accounts184ACCOUNTS
Average Account Value$5,330,148
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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