Jian G. Kong

AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

Dallas, TX 75201

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CRD#: 6057906

Professional summary

Jian Gerald Kong, who also goes by Jian Kong, is a registered financial advisor currently at AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC located in Dallas, Texas.

Jian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jian has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jian Kong

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.

Also Managing Member of Amerina International Capital Management LLC, a RIA firm based in Dallas, Texas. The business address is 1910 Pacific Ave. Ste. 14245, Dallas, TX 75201. The firm started in March 2012. I devote approximate 80 - 100 hours/month to the business and 3 - 3.5 hours/day during securities trading hours. My duties include daily operation and investment management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jian Gerald Kong'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

June 11, 2012 - Present

AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

Office #1: 1910 Pacific Ave. Suite 14245, Dallas, TX 75201

RIA

CRD#: 164030

Dallas, TX

Past

January 3, 2023 - October 30, 2023

ALPHABETWISE CAPITAL, LLC

RIA

CRD#: 324265

DALLAS, 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

Texas
(6/11/2012)

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: 4/3/2012

Uniform Investment Adviser Law Examination

Current Firm

AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

CRD#: 164030 / SEC#:

Texas

Registered Investment Advisory firm - (6/11/2012 Approved)

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Contact information

Main Address

1910 Pacific Ave. Suite 14245, Dallas, TX 75201

Mailing Address

Phone number

(214) 989-3873

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 8,986,125

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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Jian G. Kong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jian Gerald Kong's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

ALPHABETWISE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2012

Current Firm

AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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