Jeffery Eric Fong

Employer firm

Concentrum Wealth Management CRD 167151

$987M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2013 → Present
  Concentrum Wealth Management, Llc
  San Jose, CA
• 04/2013 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-03-05 → 2013-04-25
  Raymond James & Associates, Inc.
  San Jose, CA
• 2008-01-01 → 2009-03-06
  Wells Fargo Clearing Services, Llc
  San Jose, CA
• 2006-04-13 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  San Jose, CA
• 2001-06-18 → 2006-04-25
  Citigroup Global Markets Inc.
  San Jose, CA
  San Jose, CA

Other Businesses

CONCENTRUM WEALTH MANAGEMENT - RIA - 353 PIERCY RD, SAN JOSE, CA 95138 - 4/19/2013 - 160 HOURS/ MONTH - PRINCIPAL AND ADVISORY DUTIES Pursche Kaplan Sterling Investments- RR - Albany, New York - 4/19/2013 - 80 Hours / Month - Registered Rep duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-30
• S63 Uniform Securities Agent State Law Examination
  1994-08-12

Designations

• Certified Financial Planner

Other Names

• Jeff Eric Fong