Jimmy E. Antia

PRIAD INVESTMENT ADVISERS, L.L.C.

CINCINNATI, OH

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CRD#: 4699791

Professional summary

Jimmy E Antia, who also goes by Jimmy Erach Antia, is a registered financial advisor currently at PRIAD INVESTMENT ADVISERS, L.L.C. located in Cincinnati, Ohio.

Jimmy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jimmy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jimmy Erach Antia

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) - RIA

Click below to view Jimmy E Antia'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

October 22, 2003 - Present

PRIAD INVESTMENT ADVISERS, L.L.C.

RIA

CRD#: 128187

CINCINNATI, OH

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

Ohio
(10/22/2003)

IAR

Texas
(3/26/2004)

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: 10/20/2003

Uniform Investment Adviser Law Examination

Current Firm

PRIAD INVESTMENT ADVISERS, L.L.C.

PRIAD INVESTMENT ADVISERS, L.L.C. | PRIAD.COM INVESTMENT ADVISERS,L.L.C.

CRD#: 128187 / SEC#:

Ohio

Registered Investment Advisory firm - (9/17/2003 Approved)

Texas

Registered Investment Advisory firm - (3/26/2004 Approved)

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Contact information

Main Address

Cincinnati, OH

Mailing Address

Phone number

(513) 885-3485

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)	$ 3,355,200

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.

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Jimmy E. Antia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jimmy E Antia's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIAD INVESTMENT ADVISERS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2003

Current Firm

PRIAD INVESTMENT ADVISERS, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIAD INVESTMENT ADVISERS, L.L.C.

TRUST BUT VERIFY

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