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Jaiveer Singh

MEDINA SINGH PARTNERS, LLC·LOS ANGELES, California
Series 65Clean record15 years registeredMEDINA SINGH PARTNERS, LLC
11835 WEST OLYMPIC BLVD, LOS ANGELES, CA 90064CRD# 5003488Firm CRD# 155192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaiveer Singh · LOS ANGELES, CA
Registration
CRD #5003488 · MEDINA SINGH PARTNERS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MEDINA SINGH PARTNERS, LLC
Jan 2011Feb 2023
LOS ANGELES, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 20, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MEDINA VALUE PARTNERS, LLC
CRD 155192 · SEC 801-121005
AUM
$342M
Regulatory assets under management
Employees
7
7 client accounts
Services offered by MEDINA VALUE PARTNERS, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Jaiveer Singh offer?
Jaiveer Singh specializes in Retirement Planning, Wealth Management.
What are Jaiveer Singh's credentials?
Jaiveer Singh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaiveer Singh located?
Jaiveer Singh is based in LOS ANGELES, California, last registered with MEDINA SINGH PARTNERS, LLC.
How does Jaiveer Singh charge for services?
Jaiveer Singh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEDINA SINGH PARTNERS, LLC?
MEDINA SINGH PARTNERS, LLC has approximately 7 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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