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Jennifer Chin Flaherty

Prime Capital Financial

Overland Park, KS

Royal Oak, MI

CRD 5764234

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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:

Current Employers
Prime Capital Financial

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-02-07
FL RA APPROVED 2023-01-18
CT RA APPROVED 2023-01-09
DE RA APPROVED 2023-01-09
PA RA APPROVED 2023-01-09
MI RA APPROVED 2022-12-09
  • MA RA
    APPROVED
    Since 2023-02-07
  • FL RA
    APPROVED
    Since 2023-01-18
  • CT RA
    APPROVED
    Since 2023-01-09
  • DE RA
    APPROVED
    Since 2023-01-09
  • PA RA
    APPROVED
    Since 2023-01-09
  • MI RA
    APPROVED
    Since 2022-12-09

Branch Locations

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

418 North Main Street Suite 220, Royal Oak, MI 48067 • 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
OrganizationCityStateFromTo
Portfolio Solutions Llc Troy MI 10/2015 12/2022
Prime Capital Investment Advisors, Llc Overland Park KS 12/2022 Present
  • 10/2015 → 12/2022
    Portfolio Solutions Llc
    Troy, MI
  • 12/2022 → Present
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2014-03-11 → 2022-12-16
    Liberty Wealth Advisors, Llc
    Naples, FL
Other Businesses

1) CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 6201 COLLEGE BLVD SUITE #150, OVERLAND PARK, KS 66211, CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY,"LLC" FORMED IN OCTOBER, 2019 UNDER THE LAWS OF THE STATE OF DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENTADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, 12/15/2022, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADINGHOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.

Designations
  • Certified Financial Planner
Other Names
  • Jennifer Lynne Chin

View on SEC IAPD

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