Unclaimed Profile

Jingjing Yan

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, California

Series 27CFAClean recordPACIFIC GLOBAL INVESTMENT MANAGEMENT CO

101 N. BRAND BLVD, GLENDALE, CA 91203CRD# 4487755Firm CRD# 106962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jingjing Yan · GLENDALE, CA

Registration

CRD #4487755 · PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 27

Registration record

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

CRD 106962 · SEC 801-41668

AUM

$740M

Regulatory assets under management

Employees

973 client accounts

Services offered by PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC GLOBAL INVESTMENT MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Jingjing Yan offer?

Jingjing Yan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLENDALE, California for a consultation.

What are Jingjing Yan's credentials?

Jingjing Yan holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jingjing Yan located?

Jingjing Yan is based in GLENDALE, California, working with PACIFIC GLOBAL INVESTMENT MANAGEMENT CO. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does Jingjing Yan charge for services?

Jingjing Yan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC GLOBAL INVESTMENT MANAGEMENT CO?

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO has approximately 14 employees and manages $740M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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