AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JF

James J. Funk

Some features on this profile are disabled
CRD#: 1408462
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Jacob Funk, who also goes by James Jacob Hung, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1988. James had worked at 12 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Jacob Hung

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 16, 2011 - February 25, 2015

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

July 16, 2008 - July 17, 2009

ACE DIVERSIFIED CAPITAL, INC.

BD
CRD#: 41768
SAN GABRIEL,, CA
Past

August 5, 2005 - January 4, 2007

KYSON & CO

BD
CRD#: 37273
ARCADIA, CA
Past

July 9, 2004 - August 17, 2004

ETECH SECURITIES, INC.

BD
CRD#: 104195
PASADENA, CA
Past

January 8, 2004 - June 7, 2004

GLOBAL-AMERICAN INVESTMENTS, INC.

BD
CRD#: 41802
WALNUT, CA
Past

May 7, 2002 - January 12, 2004

SUPERTRADE SECURITIES, INC.

BD
CRD#: 46960
HOUSTON, TX
Past

June 1, 2001 - February 15, 2002

BROOKFIELD SECURITIES, INC.

BD
CRD#: 42313
CITY OF INDUSTRY, CA
Past

December 22, 1999 - September 19, 2000

PROVIDENTIAL SECURITIES, INC.

BD
CRD#: 31189
FOUNTAIN VALLEY, CA
Past

May 28, 1999 - December 10, 1999

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

November 28, 1997 - May 24, 1999

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

October 16, 1995 - August 21, 1996

E-W INVESTMENTS, INC.

BD
CRD#: 17463
SAN GABRIEL, CA
Past

January 31, 1992 - November 23, 1994

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

January 9, 1990 - September 28, 1990

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

May 25, 1988 - June 7, 1989

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/8/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/14/1988
General Securities Principal Examination

Current Firm


QC
QUEST CAPITAL STRATEGIES, INC.
QUEST CAPITAL | QUEST CAPITAL STRATEGIES, INC. | QUEST CAPITAL INVESTMENTS, INC.

CRD#: 16783 / SEC#: 801-77927, 8-34532

BD
Terminated by SEC on 02/22/2020
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Laguna Hills, CA
Mailing Address
Phone number
Established
California since 03/18/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
TSAI, CAROLYNECEO, CCO, OFFICE MANAGER2272768
TSAI, CAROLYNECFO, FIN OP2272768

Disclosures


Regulatory Event5
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

TRUST BUT VERIFY

Monitor James Funk

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics