Jingbo Pan

Current Employers

Employment History

• 10/2009 → Present
  J&Y Cpa Consulting Company, P.C.
  Cary, IL
• 04/2014 → 08/2018
  International Assets Advisory
  Orlando, FL
• 09/2018 → 10/2018
  Unemployed
  Chicago, IL
• 11/2018 → 05/2019
  Axiom Capital Management, Inc.
  New York, NY
• 05/2019 → 02/2020
  Coastal Equities, Inc.
  Wilmington, DE
• 05/2019 → 02/2020
  Coastal Investment Advisors
  Wilmington, DE
• 06/2020 → Present
  Vestech Securities, Inc.
  St. Louis, MO
• 06/2020 → Present
  Vestech Asset Management
  St. Louis, MO

Previous Registrations

• 2019-05-24 → 2020-02-14
  Realta Investment Advisors, Inc
  Cary, IL
  Wilmington, DE
• 2014-04-22 → 2018-08-10
  International Assets Investment Management, Llc
  Orlando, FL
• 2014-04-22 → 2015-12-31
  International Assets Investment Management, Llc
  Orlando, FL
  Cary, IL
• 2014-04-08 → 2014-04-15
  Financial West Group
  Cary, IL
  Syosset, NY
  Cary, IL
• 2013-02-11 → 2013-12-20
  Berthel, Fisher & Company Financial Services, Inc.
  Cary, IL
  Cedar Rapids, IA
  Cary, IL
• 2009-07-16 → 2013-02-21
  Cetera Investment Advisers Llc
  Algonquin, IL
  Cary, IL

Other Businesses

1) Name of the other business: J&Y CPA CONSULTING CO, PC Investment related: No Address of other business: 421 NEWCASTLE DR CARY, IL 60013 Nature of the other business: ACCOUNTING, BOOKKEEPING, TAX CONSULTING Position/title/or relationship: PRESIDENT Start date: 09/2008 Approximate number of hours/months: 20 hours Approximate number of hours/months during trading hours: 20 hours Duties: MANAGE EMPLOYEES & CONTRACTORS, DEVELOP ACCOUNTING PROJECTS, TAX PREPARATION, 2) Name of the other business: RC Insurance Agency LLC Investment related: Yes Address of other business: 421 Newcastle Drive, Cary, IL, 60013 Nature of the other business: Life insurance sales Position/title/or relationship: Member manager Start date: 01/2020 Approximate number of hours/months: 10 Approximate number of hours/months during trading hours: 10 Duties: Life insurance sales and recruitment 3) Name of the other business: Vestech Asset Management, Inc. Investment related: Yes Address of other business: 421 Newcastle Drive, Cary, IL, 60013 Nature of the other business: Investment Advisor Position/title/or relationship: Financial Advisor Start date: 06/2020 Approximate number of hours/months: 160 Approximate number of hours/months during trading hours: 160 Duties: Financial Advisor 4) Name of the other business: Pan Family Investment LLC Investment related: Yes Address of other business: 4777 Wellington Dr., Long Grove, IL, 60047 Nature of the other business: Holding Company for private investments Position/title/or relationship: Owner Start date: 10/2022 Approximate number of hours/months: 0 Approximate number of hours/months during trading hours: 0 Duties: Sole member 5) Name of the other business: J&Y Logistics LLC Investment related: No Address of other business: 4777 Wellington Drive, Long Grove, IL, 60047 Nature of the other business: Air cargo logistic broker Position/title/or relationship: Member LLC Start date: 08/2026 Approximate number of hours/months: 5 hours Approximate number of hours/months during trading hours: 0 hours Duties: Collect fees from customers and pay airlines for cargo services.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-15
• S63 Uniform Securities Agent State Law Examination
  2007-04-27

Other Names

• Bob Pan