Jirayr R. Kembikian
CITRINE CAPITAL
San Francisco, CA 94105
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CRD#: 5930493
Professional summary
Jirayr Rouben Kembikian, CFP® is a registered financial advisor currently at CITRINE CAPITAL located in San Francisco, California.
Jirayr is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jirayr has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Core Areas of Focus
Corporate Executives
Financial Psychology/Coaching
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Citrine Capital is a boutique, fee-only, San Francisco-based financial planning and wealth advisory firm committed to helping Gen X and Gen Y families, tech professionals and small business owners thrive.
Our comprehensive approach to financial planning is designed to free up our clients’ time and provide peace of mind by helping them make prudent financial decisions for themselves and those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth.
Question & Answer
What are your service offerings?
Tax Planning
Education Planning
Life Transitions
Comprehensive Financial Planni...
Retirement Income Management
Small Business Planning
Investment Planning
Estate Planning
Business Succession Planning
Insurance Planning
Socially Responsible Investing
Employee and Employer Plan Ben...
Retirement Planning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jirayr Rouben Kembikian'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®
CFP®
Start date: 2015
Experience
Current
January 4, 2016 - Present
CITRINE CAPITAL
Office #1: 535 Mission St 14th Floor, San Francisco, CA 94105RIA
CRD#: 171735
San Francisco, CA
Past
February 12, 2013 - January 27, 2016
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
SAN FRANCISCO, CA
Past
June 14, 2011 - January 27, 2016
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
SAN FRANCISCO, 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".
CITRINE CAPITAL
CITRINE CAPITAL | COLE WEALTH ADVISORS, LLC | COLE WEALTH ADVISORS | CITRINE CAPITAL, LLC
CRD#: 171735 / SEC#: 801-120487
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/25/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (3/26/2021 Terminated)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(1/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CITRINE CAPITAL
CITRINE CAPITAL | COLE WEALTH ADVISORS, LLC | COLE WEALTH ADVISORS | CITRINE CAPITAL, LLC
CRD#: 171735 / SEC#: 801-120487
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/25/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (3/26/2021 Terminated)PREMIUM
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Contact information
Main Address
535 Mission St 14th Floor, San Francisco, CA 94105
Mailing Address
Phone number
(415) 494-8262
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 640 |
| AUM (Assets Under Management) | $ 346,706,774 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CITRINE CAPITAL
CRD#: 171735San Francisco, CA 94105TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
