Jeremiah Daniel Pangan

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2015 → Present
  2020 Financial Advisers, Llc
  Costa Mesa, CA
• 11/2015 → 01/2022
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/2016 → 01/2022
  Ameritas Investment Corp
  Lincoln, NE
• 01/2017 → Present
  2020 Capital Management, Inc.
  Costa Mesa, CA
• 01/2018 → 11/2021
  20/20 Financial Advisers Of San Diego, Llc
  San Diego, CA
• 01/2022 → Present
  Private Client Services
  Costa Mesa, CA
• 04/2022 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-11-18 → 2022-12-31
  20/20 Capital Management, Inc
  Costa Mesa, CA

Other Businesses

1) PRIME CAPITAL INVESTMENT ADVISORS, LLC. INVESTMENT RELATED 6201 COLLEGE BLVD, SUITE #150, OVERLAND PARK, KS 66211. RIA. IAR. 1 HR/MO; 1 DURING TRADING HRS. PROVIDE INVESTMENT ADVISORY SERVICES 2) INSURANCE AGENT. 940 SOUTH COAST DR, STE 110, COSTA MESA, CA 92626. SALE AND SERVICE OF FIXED INSURANCE PRODUCTS. 25 HRS/MO. 1-2 DURING TRADING HRS. 3) COOGANT SAVINGS TRUST ACCT. NON-INVESTMENT RELATED, 24981 RIVENDELL DR, LAKE FOREST, CA 92630. TRUSTEE OF SON'S COOGAN TRUST SAVINGS ACCT. TRUSTEE DUTIES, NO ACCESS TO FUNDS. 0-1 HRS/MO; 0 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-21

Other Names

• J.J. Pangan