Yaniv Hamudot, financial advisor Los Angeles CA
78 score

Yaniv Hamudot

CRD Number: 6195980
Current Firm: Jrs Investments And Wealth Preservation, LLC

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.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Dec 2016 1
Morgan Stanley Beverly Hills, CA Feb 2013 - Dec 2016 3
Bank Of America Aguroa Hills, CA Dec 2012 - Jan 2013 < 1
Vision Consulting LLC Los Angeles, CA Oct 2011 - Nov 2012 1
Davidi Investments Los Angeles, CA Nov 2010 - Oct 2011 < 1
Spirit Sport Fishing Company Los Angeles, CA Jul 2008 - Oct 2010 2
California State University Northridge Northridge, CA Sep 2002 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Yaniv Hamudot
Phone Number: 858-735-2640
Firm Website: http://www.invwp.com
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • 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

CA, WA

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BADGES
78

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