Jeremiah H. Chafkin
Professional summary
Jeremiah Harrison Chafkin, who also goes by Jerry Chafkin, is a registered financial advisor currently at YAYATI ASSET MANAGEMENT, LLC located in Newport Beach, California.
Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeremiah has worked at 3 firms and has passed the Series 65, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremiah Harrison Chafkin's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2024 - Present
YAYATI ASSET MANAGEMENT, LLC
Office #1: 4930 Campus Dr, Newport Beach, CA 92660February 27, 2023 - July 24, 2024
PRESERVATION CAPITAL MANAGEMENT
June 13, 2002 - March 10, 2006
CHARLES SCHWAB & CO., 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
(9/3/2024)
Exams
Current Firm
YAYATI ASSET MANAGEMENT, LLC
CRD#: 324099 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,438,074 |
Red Flags
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