Jrs Investments And Wealth Preservation, LLC

Jrs Investments And Wealth Preservation, LLC (CRD# 146933) is a financial advisory firm headquartered in , . They manage $6,470,000 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $170,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, WA

Financial Advisors at Jrs Investments And Wealth Preservation, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Ivy Xiao
CRD#: 6012199
Marina Del Rey, CA
93
Wealthminder
score

Ivy Xiao (CRD# 6012199) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Marina Del Rey, CA and has over 5 years of experience in the finance industry.

2
Chanese Lee
CRD#: 6314740
San Clemente, CA
90
Wealthminder
score

Chanese Lee (CRD# 6314740) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in San Clemente, CA and has over 3 years of experience in the finance industry.

3
Christopher M. Petrik
CRD#: 5964038
Aliso Viejo, CA
90
Wealthminder
score

Christopher Petrik (CRD# 5964038) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Aliso Viejo, CA and has over 4 years of experience in the finance industry.

4
Douglas S. Finberg
CRD#: 6720814
Valley Village, CA
87
Wealthminder
score

Douglas Finberg (CRD# 6720814) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Valley Village, CA and has 1 year of experience in the finance industry.

5
Martin S. Herrington
CRD#: 6119200
Tustin, CA
81
Wealthminder
score

Martin Herrington (CRD# 6119200) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Tustin, CA and has over 5 years of experience in the finance industry.

6
Yaniv Hamudot
CRD#: 6195980
Los Angeles, CA
78
Wealthminder
score

Yaniv Hamudot (CRD# 6195980) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

7
James R. Swanson
CRD#: 1244921
Benton City, WA
68
Wealthminder
score

James Swanson (CRD# 1244921) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Benton City, WA and has over 30 years of experience in the finance industry.

8
John R. Tait
CRD#: 6000312
Irvine, CA
49
Wealthminder
score

John Tait (CRD# 6000312) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Irvine, CA and has over 5 years of experience in the finance industry.

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