Jeremiah H. Chafkin

YAYATI ASSET MANAGEMENT

Irvine, CA 92612

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CRD#: 4029494

Professional summary

Jeremiah Harrison Chafkin, who also goes by Jerry Chafkin, is a registered financial advisor currently at YAYATI ASSET MANAGEMENT, LLC located in Irvine, 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

Are you a "fiduciary"?

Yes

Aliases

Jerry Chafkin

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.

Non-Executive Director of Pacific Current-Group, an Australia-based holding company. Less than two hours a week are spent on this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Harrison Chafkin'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

September 3, 2024 - Present

YAYATI ASSET MANAGEMENT, LLC

Office #1: 2082 Michelson Drive Suite 100, Irvine, CA 92612

RIA

CRD#: 324099

Irvine, CA

Past

February 27, 2023 - July 24, 2024

PRESERVATION CAPITAL MANAGEMENT

RIA

CRD#: 324924

SANTA BARBARA, CA

Past

June 13, 2002 - March 10, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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
(9/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 1/14/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/12/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/11/2002

General Securities Principal Examination

Current Firm

YAYATI ASSET MANAGEMENT, LLC

YAYATI ASSET MANAGEMENT, LLC | YAYATI RIA LLC

CRD#: 324099 / SEC#:

California

Registered Investment Advisory firm - (5/19/2023 Approved)

New Jersey

Registered Investment Advisory firm - (11/30/2023 Approved)

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Contact information

Main Address

2082 Michelson Drive Suite 100, Irvine, CA 92612

Mailing Address

Phone number

(949) 996-3200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 1,317,426

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeremiah H. Chafkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Harrison Chafkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

YAYATI ASSET MANAGEMENT, LLC

PRESERVATION CAPITAL MANAGEMENT

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2022

Series 3

Date: 1/14/2010

Series 7

Date: 6/12/2002

Series 24

Date: 10/11/2002

Current Firm

YAYATI ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YAYATI ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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