Jeremy D. Chused

PROVENIO CAPITAL

NEWPORT BEACH, CA 92660

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CRD#: 5066638

Professional summary

Jeremy David Chused is a registered financial advisor currently at PROVENIO CAPITAL located in Newport Beach, California.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeremy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jeremy David Chused's CRS (Customer Relationship Summary).

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

November 7, 2024 - Present

PROVENIO CAPITAL

Office #1: 4400 Macarthur Blvd. Suite 300, Newport Beach, CA 92660

RIA

CRD#: 333009

NEWPORT BEACH, CA

Past

September 26, 2016 - December 16, 2024

PROVENIO CAPITAL

RIA

CRD#: 284541

NEWPORT BEACH, CA

Past

April 27, 2016 - September 15, 2016

M HOLDINGS SECURITIES, INC.

CRD#: 43285

COSTA MESA, CA

Past

September 8, 2014 - September 15, 2016

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

COSTA MESA, CA

Past

November 5, 2010 - September 10, 2014

ICG ADVISORS, LLC

RIA

CRD#: 148066

LOS ANGELES, CA

Past

January 3, 2007 - February 6, 2009

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LOS ANGELES, CA

Past

June 1, 2006 - February 6, 2009

J.P. MORGAN SECURITIES LLC

CRD#: 79

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROVENIO CAPITAL

PROVENIO CAPITAL | PROVENIO CAPITAL MANAGEMENT LLC

CRD#: 333009 / SEC#: 801-131264

RIA

Registered Investment Advisory firm - (10/8/2024 Approved)

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
(11/7/2024)

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 66

Date: 9/25/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/2016

General Securities Representative Examination

Current Firm

PROVENIO CAPITAL

PROVENIO CAPITAL | PROVENIO CAPITAL MANAGEMENT LLC

CRD#: 333009 / SEC#: 801-131264

RIA

Registered Investment Advisory firm - (10/8/2024 Approved)

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Contact information

Main Address

4400 Macarthur Blvd. Suite 300, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 301-9060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROVENIO CAPITAL - FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 1,642,380,559

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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Advisor Monitoring

Firm Stability Insights

Jeremy D. Chused

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy David Chused's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROVENIO CAPITAL

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

ICG ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

PROVENIO CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2006

SIE

Date: 9/15/2016

Series 7

Date: 4/27/2016

Current Firm

PROVENIO CAPITAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROVENIO CAPITAL

TRUST BUT VERIFY

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