Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Chan is a financial professional with over 13 years of experience in the financial services industry. Jackie is currently registered with Perella Weinberg Partners LP in San Francisco, CA. Jackie holds Series 7, 24, 63, 79TO and SIE licenses and is registered in California and New York. Prior to joining Perella Weinberg Partners LP, Jackie was employed at Greenhill & Co., LLC in New York, NY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
05/16/2011 - Present
Perella Weinberg Partners LP (SAN FRANCISCO CA)
NY
10/28/2009 - 03/25/2011
GREENHILL & CO., LLC (NEW YORK NY)
BC
Issued 12/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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