AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
YF

Yves-martin Felker

JCC CAPITAL MARKETS
Pasadena, CA 91101
Some features on this profile are disabled
CRD#: 7835107
YF

Professional summary

Yves-martin Felker Dr., who also goes by Yves Martin Felker, is a registered financial professional currently at JCC CAPITAL MARKETS, LLC located in Pasadena, California.

Yves-martin is registered as a RR (Registered Representative) and started their career in finance in 2024. Yves-martin has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Yves Martin Felker

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Yves-martin Felker Dr.'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 5, 2024 - Present

JCC CAPITAL MARKETS, LLC

Office #1: 141 S. Lake Street Suite 102, Pasadena, CA 91101
BD
CRD#: 146776
Pasadena, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/3/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/3/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/30/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

JC
JCC CAPITAL MARKETS, LLC
JCC ADVISORS, LLC | PIVOTAL CAPITAL SOLUTIONS LLC | JCC CAPITAL MARKETS, LLC

CRD#: 146776 / SEC#: , 8-67850

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
30011 Ivy Glenn Dr #220, Laguna Niguel, CA 92677
Mailing Address
Po Box 7767, Laguna Niguel, CA 92607
Phone number
(949) 249-9500
Established
Texas since 05/03/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ATCHITY, MARK AARONPRINCIPAL OPERATIONS OFFICER2530342
ATCHITY, MARK AARONPRESIDENT, CEO, CFO, CCO, FINOP, PRINCIPAL2530342
ATCHITY, MARK AARONPRINCIPAL FINANCIAL OFFICER2530342

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

JCC CAPITAL MARKETS, LLC

CRD#: 146776Pasadena, CA 91101

TRUST BUT VERIFY

Monitor Yves-martin Felker

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
Maria Zimiga
Maria ZimigaAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
Toluca Lake, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.