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JY

Jingjing Yan

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CRD#: 4487755
JY

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.

Jingjing Yan, who also goes by Jing Jing Yan, was a registered financial professional .

Jingjing is a previously registered financial professional and started their career in finance in 2002. Jingjing had worked at 1 firm and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jing Jing Yan

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 6, 2002 - June 9, 2020

PACIFIC GLOBAL FUND DISTRIBUTORS, INC.

BD
CRD#: 30642
GLENDALE, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 10/1/2002
Financial and Operations Principal Examination

Current Firm


PG
PACIFIC GLOBAL FUND DISTRIBUTORS, INC.
CYPRESS BENEFIT SERVICES, INC. | PACIFIC GLOBAL FUND DISTRIBUTORS, INC.

CRD#: 30642 / SEC#: , 8-45110

BD
Terminated by SEC on 06/07/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/25/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PACIFIC GLOBAL INVESTMENT MANAGEMENT COCALIFORNIA CORPORATION106962
HENNING, CATHERINE LEIGHCHIEF COMPLIANCE OFFICER2930190
HENNING, CATHERINE LEIGHSECRETARY2930190
HENNING, CATHERINE LEIGHPRESIDENT & DIRECTOR2930190
HENNING, GEORGE ALLENCHAIRMAN, CEO & DIRECTOR1319433
KELLEY, BARBARA ANNEDIRECTOR1460423
YAN, JING JINGTREASURER4487755

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


PACIFIC GLOBAL FUND DISTRIBUTORS, INC.

CRD#: 30642

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