Jirayr KembikianCRD Number: 5930493
Current Firm: Citrine Capital
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.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Citrine Capital, LLC||San Francisco, CA||Jan 2016 - Current||2|
|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 Management24MILLIONS
Total Number of Accounts313ACCOUNTS
Average Account Value$75,229
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.