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Jeremiah Harrison Chafkin

Yayati Asset Management, LLC

Newport Beach, CA

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Current Employers
Yayati Asset Management, Llc

4930 Campus Dr, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-03
  • CA RA
    APPROVED
    Since 2024-09-03

Branch Locations

4930 Campus Dr, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assetmark Financial Holdings Concord CA 07/2014 04/2022
Retirement Income Advisors Dba Preservation Capital Management Santa Barbara CA 07/2022 06/2024
Yayati Asset Management Irvine CA 06/2024 Present
Yayati Asset Management, Llc Irvine CA 06/2024 Present
  • 07/2014 → 04/2022
    Assetmark Financial Holdings
    Concord, CA
  • 07/2022 → 06/2024
    Retirement Income Advisors Dba Preservation Capital Management
    Santa Barbara, CA
  • 06/2024 → Present
    Yayati Asset Management
    Irvine, CA
  • 06/2024 → Present
    Yayati Asset Management, Llc
    Irvine, CA
Previous Registrations
  • 2023-02-27 → 2024-07-24
    Preservation Capital Management
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-25
  • S65 Uniform Investment Adviser Law Examination
    2022-07-25
Other Names
  • Jerry Chafkin

View on SEC IAPD

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