Jirayr Kembikian, financial advisor San Francisco CA
103 score

Jirayr Kembikian

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jirayr R. Kembikian
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $46,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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