Jon Lavine (CRD# 2951842) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Mission Viejo, CA and has over 25 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Speciality Income Group | Newport Beach, CA | Jun 2016 - Current | 7 |
| Lavine & Associates Cpa's | Mission Viejo, CA | Oct 1994 - Current | 29 |
| F500 Advisory Services, Inc. | Irvine, CA | Mar 2004 - Jun 2016 | 12 |
| Finance 500, Inc. | Irvine, CA | Sep 1997 - Apr 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- CA
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$334,615
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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