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Jay Christopher Fong

CONCENTRUM WEALTH MANAGEMENT, INC.·SAN JOSE, California
Clean recordCONCENTRUM WEALTH MANAGEMENT, INC.
353 PIERCY ROAD, SAN JOSE, CA 95138CRD# 3242313Firm CRD# 167151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Christopher Fong · SAN JOSE, CA
Registration
CRD #3242313 · CONCENTRUM WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Christopher Fong is a registered financial advisor based in SAN JOSE, California, affiliated with CONCENTRUM WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONCENTRUM WEALTH MANAGEMENT, INC.
CONCENTRUM WEALTH MANAGEMENT
AUM
$624M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CONCENTRUM WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3242313
Firm CRD# 167151
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Christopher Fong offer?
Jay Christopher Fong specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.
What are Jay Christopher Fong's credentials?
Jay Christopher Fong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Christopher Fong located?
Jay Christopher Fong is based in SAN JOSE, California, working with CONCENTRUM WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Jay Christopher Fong charge for services?
Jay Christopher Fong's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCENTRUM WEALTH MANAGEMENT, INC.?
CONCENTRUM WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $624M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONCENTRUM WEALTH MANAGEMENT, INC.

Jeffery Eric Fong
SAN JOSE, CA
Trang D Nguyen
SAN JOSE, CA

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Research
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