Jingbo Pan
Jingbo Pan is a registered investment advisor at Vestech Asset Management INC., based in Long Grove, IL, with 18 years of industry experience. Jingbo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Location
Long Grove, IL
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
February 2020Customer Dispute
November 2019Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Jingbo is the president of J&Y CPA Consulting Co, PC, an accounting and tax consulting business, and a member manager at RC Insurance Agency LLC, selling life insurance. He also works full-time as a financial advisor at Vestech Asset Management, Inc. and owns Pan Family Investment LLC, a holding company for private investments.
Employment History
Current Registrations
Vestech Asset Management INC.
Vestech Securities, INC.
Vestech Securities, INC.Broker
Previous Registrations
Coastal Equities, INC.Broker
Coastal Investment Advisors
Axiom Capital Management, INC.Broker
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Financial West GroupBroker
Financial West Group
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
World Group Securities, INC.Broker
State Registrations11 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.