Jason M. Zhao
Professional summary
Jason Mao Zhao, who also goes by Mao Mao Zhao, is a registered financial advisor currently at MINORKEY MANAGEMENT located in Corona Del Mar, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jason has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Mao Zhao's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2016 - Present
MINORKEY MANAGEMENT
September 10, 2001 - March 1, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 30, 1997 - December 31, 1998
WMA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/13/2016)
(5/24/2017)
Exams
Current Firm
MINORKEY MANAGEMENT
CRD#: 285365 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 3,943,600 |
Red Flags
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