Unclaimed Profile

Jack Leon Rivkin

ALTEGRIS ADVISORS, LLC·LA JOLLA, California

SIE, Series 00, Series 1, Series 7, Series 16, Series 24Clean recordALTEGRIS ADVISORS, LLC

1200 PROSPECT STREET, LA JOLLA, CA 92037CRD# 400420Firm CRD# 154003

Profile Verification

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

Identity

Jack Leon Rivkin · LA JOLLA, CA

Registration

CRD #400420 · ALTEGRIS ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 7

Series 16

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTEGRIS ADVISORS, LLC

CRD 154003 · SEC 801-71496

AUM

$234M

Regulatory assets under management

Employees

3 client accounts

Services offered by ALTEGRIS ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at ALTEGRIS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jack Leon Rivkin offer?

Jack Leon Rivkin specializes in Investment Management, Fee-Only Advisory. Contact their office in LA JOLLA, California for a consultation.

What are Jack Leon Rivkin's credentials?

Jack Leon Rivkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Leon Rivkin located?

Jack Leon Rivkin is based in LA JOLLA, California, working with ALTEGRIS ADVISORS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Jack Leon Rivkin charge for services?

Jack Leon Rivkin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTEGRIS ADVISORS, LLC?

ALTEGRIS ADVISORS, LLC has approximately 3 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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