JC
Jade Chien
ZUCKERMAN CAPITAL MANAGEMENT
Los Angeles, CA 90067
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CRD#: 6914595
JC
Professional summary
Jade Chien is a registered financial advisor currently at ZUCKERMAN CAPITAL MANAGEMENT, LLC located in Los Angeles, California.
Jade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jade has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jade Chien'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®
NoneExperience
Current
February 14, 2018 - Present
ZUCKERMAN CAPITAL MANAGEMENT, LLC
Office #1: 2029 Century Park East Suite 400, Los Angeles, CA 90067RIA
CRD#: 148549
Los Angeles, CA
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(2/14/2018)
Current Firm
ZC
ZUCKERMAN CAPITAL MANAGEMENT, LLC
ZUCKERMAN CAPITAL MANAGEMENT, LLC
CRD#: 148549 / SEC#:
California
Registered Investment Advisory firm - (12/4/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2029 Century Park East Suite 400, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 867-2778
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 314 |
| AUM (Assets Under Management) | $ 104,745,800 |
Red Flags
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