Unclaimed Profile

Jan Ferdinand Kallik

GENTER ADVISORS LLC·LOS ANGELES, California

Series 63, Series 65Clean record28 years registeredGENTER ADVISORS LLC

11601 WILSHIRE BLVD., 25TH FL., LOS ANGELES, CA 90025-1770CRD# 1379078Firm CRD# 113916

Profile Verification

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

Identity

Jan Ferdinand Kallik · LOS ANGELES, CA

Registration

CRD #1379078 · GENTER ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GENTER ADVISORS LLC

RNC GENTER CAPITAL MANAGEMENT

Jul 1998 – Mar 2020

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · July 17, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENTER ADVISORS LLC

CRD 113916 · SEC 801-60408

AUM

$158M

Regulatory assets under management

Employees

598 client accounts

Services offered by GENTER ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GENTER ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jan Ferdinand Kallik offer?

Jan Ferdinand Kallik specializes in Investment Management, Wealth Management.

What are Jan Ferdinand Kallik's credentials?

Jan Ferdinand Kallik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jan Ferdinand Kallik located?

Jan Ferdinand Kallik is based in LOS ANGELES, California, last registered with GENTER ADVISORS LLC.

How does Jan Ferdinand Kallik charge for services?

Jan Ferdinand Kallik's firm is compensated through percentage of aum, other: one-time initial set up fee of $250.00. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENTER ADVISORS LLC?

GENTER ADVISORS LLC has approximately 65 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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