Jirayr KembikianCRD Number: 5930493
Current Firm: Citrine Capital, LLC
Compensation Model: Both
Jirayr Kembikian (CRD# 5930493) is an Investment Advisor Representative working at Citrine Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry. Jirayr Kembikian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Citrine Capital, LLC||San Francisco, CA||Jan 2016 - Current||1|
|20/20 Financial Advisors, LLC||San Francisco, CA||Nov 2014 - Dec 2015||1|
|Boom Planning||San Francisco, CA||Nov 2014 - Dec 2015||1|
|Ameritas Investment Corp||Lincoln, NE||Jun 2011 - Dec 2015||4|
|Ameritas Life Insurnace Corp||Lincoln, NE||Jun 2011 - Dec 2015||4|
|San Francisco Associates||San Francisco, CA||May 2011 - Oct 2014||3|
|Union Central Life Insurance||Cincinnati, OH||Jun 2011 - Dec 2011||< 1|
|Acacia Life Insurance||Bethesda, MD||Jun 2011 - Dec 2011||< 1|
|Unemployed||Corte Madera, CA||Jul 2010 - May 2011||< 1|
|Bank Of America||Corte Madera, CA||Aug 2005 - Jul 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management7MILLIONS
Total Number of Accounts140ACCOUNTS
Average Account Value$46,429
- 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)
- Educational seminars/workshops
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