Francisco J. Pantoja
Professional summary
Francisco Javier Pantoja is a registered financial advisor currently at FJP PORTFOLIO MANAGEMENT located in Irvine, California.
Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Francisco has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Francisco Javier Pantoja's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 19, 2020 - Present
FJP PORTFOLIO MANAGEMENT
March 19, 1996 - August 24, 2000
PROVIDENTIAL SECURITIES, INC.
January 19, 1996 - March 19, 1996
H.J. MEYERS & CO., INC.
September 22, 1994 - January 4, 1996
DAEHAN SECURITIES, INC.
December 4, 1992 - October 19, 1994
MONTANO SECURITIES CORPORATION
August 22, 1989 - December 19, 1990
INTERFIRST CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/19/2020)
Exams
Current Firm
FJP PORTFOLIO MANAGEMENT
CRD#: 115038 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 26,100,000 |
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