Jason Vanclef
Jason Vanclef is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Los Angeles, CA, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 560 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.
Location
8107 Loyola blvd, Los Angeles, CA, 90045
Get directionsHistory
Regulatory History (9)
Customer Dispute
March 2023Customer Dispute
April 2022Regulatory
February 2016Customer Dispute
March 2014Customer Dispute
October 2013Customer Dispute
March 2013Customer Dispute
January 2013Customer Dispute
June 2012Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Jason is an insurance agent selling fixed life/health insurance and fixed annuities since 2004, and owns Vanclef Financial Group, an insurance producing entity and DBA for B/D and RIA activities, dedicating about a quarter of his time to the former and nearly full-time to the latter. He also owns multiple real estate and investment-related holding companies, and is an IAR with Miramontes Capital, LLC, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
American Trust Investment Services, INC.
American Trust Investment Services, INC.Broker
Previous Registrations
Miramontes Capital, LLC
Chicago Capital Management Advisors, LLC
Delta Investment Management, LLC
Westpark Capital, INC.
Westpark Capital, INC.Broker
Crescent Securities Group, INC.Broker
Niagara International Capital LimitedBroker
Vfg Securities, INC.Broker
Vfg Advisors, INC.
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
Madison Avenue Advisors, INC.
Spc
Sigma Financial CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.