JA
Joseph J. Ajaka
US SELECT ASSET MANAGEMENT
NSW,
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CRD#: 7829710
JA
Professional summary
Joseph Jordan Ajaka, who also goes by Joseph Ajaka, is a registered financial advisor currently at US SELECT ASSET MANAGEMENT, INC. .
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joseph has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph Ajaka
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.
(1) E&P Funds Management Pty Limited; Level 32, 1 O'Connell Street Sydney NSW 2000 Australia; Director; Statutory director of a private Australian company; investment related; E&P Financial Group which is investment related. E&P Funds Management is the funds management division of the Group and holds an Australian license (AFSL) to provide general advice in relation to securities and managed investments; August 2023; Hours devoted per month/ during security trading hours: 4/3
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Jordan Ajaka'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
January 31, 2024 - Present
US SELECT ASSET MANAGEMENT, INC.
RIA
CRD#: 166672
NSW,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
US
US SELECT ASSET MANAGEMENT, INC.
DIXON ASSET MANAGEMENT USA | US SELECT ASSET MANAGEMENT, INC. | E&P ASSET MANAGEMENT USA, INC. | DIXON ASSET MANAGEMENT USA INC
CRD#: 166672 / SEC#: 801-85167
RIA
Registered Investment Advisory firm - (4/10/2015 Approved)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)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
New Jersey(1/31/2024)
Current Firm
US
US SELECT ASSET MANAGEMENT, INC.
DIXON ASSET MANAGEMENT USA | US SELECT ASSET MANAGEMENT, INC. | E&P ASSET MANAGEMENT USA, INC. | DIXON ASSET MANAGEMENT USA INC
CRD#: 166672 / SEC#: 801-85167
RIA
Registered Investment Advisory firm - (4/10/2015 Approved)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 Hudson Street 21st Floor Suite 2100, Jersey City, NJ, 07302
Mailing Address
Phone number
(212) 480-2626
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 463,423,459 |
Red Flags
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