Rongke Lin
Professional summary
Rongke Lin, who also goes by Kevin Lin, is a registered financial advisor currently at JAR ADVISOR located in Seattle, Washington.
Rongke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Rongke has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rongke Lin's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 11, 2021 - Present
JAR ADVISOR
Office #1: 12352 38th Ave Ne, Seattle, WA 98125December 14, 2015 - August 10, 2016
BLACKROCK INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2021)
(3/11/2021)
Exams
Current Firm
JAR ADVISOR
CRD#: 312656 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 782,000 |
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.
