Jeremiah Harrison Chafkin

Employer firm

Yayati Asset Management, LLC CRD 324099

$2.96M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2022-07-25

Other Names

• Jerry Chafkin