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Jirayr Rouben Kembikian

Citrine Capital

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About Jirayr Rouben Kembikian

Jirayr Rouben Kembikian is a financial advisor with Citrine Capital, located in San Francisco, CA. Jirayr has over 5 years of experience in the financial services industry. Jirayr holds the Series 6, 63, and 65 licenses, as well as the SIE. Jirayr is also a Certified Financial Planner. Jirayr previously worked at Ameritas Investment Corp. and 20/20 Financial Advisors, LLC. Jirayr specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Jirayr is committed to providing his clients with personalized financial advice that meets their unique needs.

Firm Information

Jirayr Kembikian is currently registered with Citrine Capital. Citrine Capital is a registered investment advisor located in San Francisco, California. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer tax return preparation services. Citrine Capital manages approximately $194,553,309 in assets for 515 clients.
Citrine Capital

535 MISSION ST

SAN FRANCISCO, CA 94105

$194.55M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax return preparation services

Tax return preparation services

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of net worth

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Jirayr Kembikian’s Registration & Firm History

CA

01/04/2016 - Present

Citrine Capital (SAN FRANCISCO CA)

CA

06/14/2011 - 01/27/2016

AMERITAS INVESTMENT CORP. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jirayr Rouben Kembikian.
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