Christopher Michael Petrik

Employer firm

Jrs Investments And Wealth Preservation, LLC CRD 146933

$15.4M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Jrs Investments And Wealth Preservation, Llc

Union, WA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

San Juan Capistrano, CA • 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

Organization	City	State	From	To
Jrs Investments And Wealth Preservation, Llc	Aliso Viejo	CA	08/2015	Present
Wds Manufacturing, Llc	Henderson	NV	01/2019	Present

08/2015 → Present

Jrs Investments And Wealth Preservation, Llc

Aliso Viejo, CA
01/2019 → Present

Wds Manufacturing, Llc

Henderson, NV

Previous Registrations

2013-07-03 → 2015-01-28

Morgan Stanley

Laguna Niguel, CA

Other Businesses

WDS MANUFACTURING, LLC. (NON-INVESTMENT RELATED) (MATERIAL MANUFACTURER) 2360 CORPORATE CIRCLE, STE. 400 HENDERSON, NV. 89074 BUDGETING AND PLANNING SINCE JAN. 2019 15 -20 HOURS PER MONTH TOTAL/ AND OUTSIDE TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-03

S66 Uniform Combined State Law Examination

2013-07-03

Other Names

Chris Michael Petrik

View on SEC IAPD