Jeffrey G. Kamys

INHERENT WEALTH FUND

Palm Desert, CA 92260

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CRD#: 6944486

Professional summary

Jeffrey Gerard Kamys, who also goes by Jeffrey G Kamys, is a registered financial advisor currently at INHERENT WEALTH FUND, LLC located in Palm Desert, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey G Kamys

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.

Inherent, Inc. 4 Embarcadero Ctr, Suite 1400 San Francisco, CA 94111 Non Investment Related - Owner 01/2005 - Present 20 Hours Per Month Design and Brand and Web Related Activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gerard Kamys'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

August 11, 2022 - Present

INHERENT WEALTH FUND, LLC

Office #1: 73265 Shadow Mountain Drive, Palm Desert, CA 92260

RIA

CRD#: 313416

Palm Desert, CA

Past

April 26, 2021 - August 2, 2021

INHERENT WEALTH FUND, LLC

RIA

CRD#: 313416

SAN FRANCISCO, CA

Past

January 12, 2021 - April 21, 2023

BASELINE INVESTMENTS, LLC

RIA

CRD#: 296898

San Francisco, 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
(8/11/2022)

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: 1/12/2021

Uniform Investment Adviser Law Examination

Current Firm

INHERENT WEALTH FUND, LLC

CRD#: 313416 / SEC#: 801-122224

RIA

Registered Investment Advisory firm - (11/19/2024 Terminated)

California

Registered Investment Advisory firm - (11/7/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

73265 Shadow Mountain Drive, Palm Desert, CA 92260

Mailing Address

Four Embarcadero Center Suite 1400, San Fracisco, CA 94111

Phone number

(415) 399-9733

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 825,000

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.

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Jeffrey G. Kamys

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gerard Kamys's CRS (Customer Relationship Summary).

Certified licenses

Experience

INHERENT WEALTH FUND, LLC

INHERENT WEALTH FUND, LLC

BASELINE INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2021

Current Firm

INHERENT WEALTH FUND, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INHERENT WEALTH FUND, LLC

TRUST BUT VERIFY

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