Akiva Fialkoff (CRD# 6726107) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Los Angeles, CA | Nov 2021 - Current | 2 |
Jpmorgan Chase Bank, N.a. | Los Angeles, CA | Nov 2021 - Current | 2 |
Haydel, Biel & Associates | Pasadena, CA | Sep 2020 - Oct 2021 | 1 |
Haydel, Biel & Associates | Pasadena, CA | Jul 2020 - Sep 2020 | < 1 |
Unemployed | Los Angeles, CA | Dec 2019 - Jun 2020 | < 1 |
Deutsche Bank Securities Inc. | Los Angeles, CA | Apr 2019 - Nov 2019 | < 1 |
Deutsche Bank National Trust Co (affiliate Of Dbsi) | Los Angelos, CA | Apr 2019 - Nov 2019 | < 1 |
Rabbinical Counsil Of California | Los Angeles, CA | Jul 2016 - Apr 2019 | 2 |
Jp Morgan Securities LLC | Los Angeles, CA | Nov 2016 - Mar 2019 | 2 |
Jpmorgan Chase Bank | Los Angeles, CA | Oct 2016 - Mar 2019 | 2 |
Unemployed | Venice, CA | Jan 2016 - Jul 2016 | < 1 |
Ourcrowd Venture Capital | Jerusalem, | Jul 2014 - Dec 2015 | 1 |
Unemployed | Jerusalem, | Jun 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
S63 | Uniform Securities State Law Examination | Jan 2022 |
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- CA
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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