JF
Jiayi Fan
MOBIUS FUND
Houston, TX 77042
Some features on this profile are disabled
CRD#: 7806316
JF
Professional summary
Jiayi Fan, who also goes by Jake Fan, is a registered financial advisor currently at MOBIUS FUND located in Houston, Texas.
Jiayi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jiayi has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake Fan
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.
* Name: Chaogic Systems LLC * Investment-related: No * Address: 11152 Westheimer #828, Houston, Texas 77042 * Nature: IT consulting and services * My position: Founder and CEO * Start date: 02/08/2001 * Hours/month: currently ~40, will reduce to 0 * Hours during trading session: currently ~1, will reduce to 0 * Duty: providing IT consulting and services
CRS (Client Relationship Summary) - RIA
Click below to view Jiayi Fan'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
July 9, 2024 - Present
MOBIUS FUND
Office #1: 11152 Westheimer #828, Houston, TX 77042RIA
CRD#: 328238
Houston, 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(7/9/2024)
Current Firm
MF
MOBIUS FUND
MOBIUS FUND | MOBIUS FUND LLC
CRD#: 328238 / SEC#:
Texas
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Contact information
Main Address
11152 Westheimer #828, Houston, TX 77042
Mailing Address
Phone number
(713) 775-5173
Established
Firm type
Fiscal year end
# of Employees
1
0
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.
