JF
CFP
JF
CFP
Jay Fong is a CFP-designated registered investment advisor, based in San Jose, CA, with 26 years of industry experience.
Location
353 Piercy Road, San Jose, CA, 95138
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Regulatory History (2)
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Customer Dispute
May 2009Settled
Customer Dispute
April 2001Denied
Other Business ActivitiesSells Insurance
Jay is the owner of Concentrum Wealth Management LLC, dedicating full-time hours to this RIA. Jay is also an agent with PKS Financial Services, selling fixed insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2013 - Present · 13 yrs
Concentrum Wealth Management
April 2013 - Present · 13 yrs
Previous Registrations
Raymond James & Associates, INC.
March 2009 - April 2013 · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
March 2009 - April 2013 · 4 yrs 1 mo
Wachovia Securities, LLCBroker
January 2008 - March 2009 · 1 yr 2 mos
Wachovia Securities, LLC
January 2008 - March 2009 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
April 2006 - January 2008 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
April 2006 - January 2008 · 1 yr 9 mos
Citigroup Global Markets INC.
June 2001 - April 2006 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
February 2001 - April 2006 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
July 1999 - February 2001 · 1 yr 7 mos
State Registrations12 states
AKARAZCADENVNYORTNTXWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.