Jon M. Lavine
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.
Jon Michael Lavine was a registered financial professional .
Jon is a previously registered financial professional and started their career in finance in 1997. Jon had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 15, 2016 - January 2, 2025
PACIFIC SPECIALTY INVESTMENT GROUP, LLC
March 11, 2004 - June 14, 2016
F500 ADVISORY SERVICES, INC.
November 18, 1997 - April 18, 2016
FINANCE 500, INC.
State Registrations and Notice Filings
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Exams
Current Firm
PACIFIC SPECIALTY INVESTMENT GROUP, LLC
CRD#: 282463 / SEC#: 801-107212
Contact information
Regulatory assets under management
| Total Number of Accounts | 272 |
| AUM (Assets Under Management) | $ 98,409,327 |
Red Flags
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