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JV

Jin Vieth

ORGANIK CAPITAL LLC
Monterey Park, CA
Some features on this profile are disabled
CRD#: 7599332
JV

Professional summary

Jin Vieth, who also goes by Jin Li, is a registered financial advisor currently at ORGANIK CAPITAL LLC located in Monterey Park, California.

Jin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jin Li

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.
2012-Present: V Spa LLC/Not Investment Related/South Pasadena, CA/Personal Service - Day Spa/Chief Financial Officer/Involves approximately 10% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jin Vieth'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

September 2, 2022 - Present

ORGANIK CAPITAL LLC

RIA
CRD#: 322705
Monterey Park, 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
(9/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/21/2022
Uniform Investment Adviser Law Examination

Current Firm

OC
ORGANIK CAPITAL LLC
ORGANIK CAPITAL LLC

CRD#: 322705 / SEC#:

California
Registered Investment Advisory firm - (9/2/2022 Approved)
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Contact information

Main Address
Monterey Park, CA
Mailing Address
Phone number
(626) 375-1170
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 1,709,882

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.

Company Information

ORGANIK CAPITAL LLC

CRD#: 322705Monterey Park, CA

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