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JK

Jacqueline B. Karnavas

TORREY CAPITAL INVESTMENTS
Cardiff-by-the-sea, CA 92007
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CRD#: 2838073
JK

Professional summary


Jacqueline Babette Karnavas, who also goes by Jackie Karnavas, Jackie Salon, Jacqueline Babette Salon, is a registered financial advisor currently at TORREY CAPITAL INVESTMENTS located in Cardiff-by-the-sea, California.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jacqueline has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jackie Karnavas | Jackie Salon | Jacqueline Babette Salon

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.
1) Sea + Wander. Not investment related. 11/16/2018. 154 Aberdeen Dr, Cardiff by the Sea, CA 92007. Owner. Zero hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jacqueline Babette Karnavas's CRS (Customer Relationship Summary).

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


Current

May 23, 2005 - Present

TORREY CAPITAL INVESTMENTS

Office #1: 120 Birmingham Drive Suite 240d, Cardiff-by-the-sea, CA 92007
RIA
CRD#: 134599
Cardiff-by-the-sea, CA
Past

July 16, 2007 - April 18, 2008

OMNI BROKERAGE, INC.

BD
CRD#: 16878
SOUTH JORDAN, UT
Past

January 26, 2006 - February 14, 2007

INVESTMENT MANAGEMENT CORPORATION

BD
CRD#: 37196
SAN DIEGO, CA
Past

August 12, 2005 - January 30, 2006

CM SECURITIES, LLC

BD
CRD#: 127136
LAS VEGAS, NV
Past

October 1, 2004 - June 20, 2005

TORREY CAPITAL, LLC

RIA
CRD#: 122257
CARDIF, CA
Past

January 12, 2000 - October 27, 2004

DUNHAM

RIA
CRD#: 13162
SAN DIEGO, CA
Past

March 3, 1999 - October 27, 2004

DUNHAM

BD
CRD#: 13162
SAN DIEGO, CA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/23/2005)
IAR
Texas
(2/22/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/15/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TC
TORREY CAPITAL INVESTMENTS
JBK INVESTMENTS, INC | TORREY CAPITAL INVESTMENTS | KARNAVAS, JACQUELINE B. | JBK INVESTMENTS, INC. | JBK INVESTMENTS, INC DBA TORREY CAPITAL INVESTMENTS

CRD#: 134599 / SEC#:

California
Registered Investment Advisory firm - (5/23/2005 Approved)
Nevada
Registered Investment Advisory firm - (11/29/2005 Terminated)
Texas
Registered Investment Advisory firm - (2/15/2023 Conditional Restricted)
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Contact information


Main Address
120 Birmingham Drive Suite 240d, Cardiff-by-the-sea, CA 92007
Mailing Address
Phone number
(760) 557-4883
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts212
AUM (Assets Under Management)$ 88,523,594

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


TORREY CAPITAL INVESTMENTS

CRD#: 134599Cardiff-by-the-sea, CA 92007

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