Jeffrey
Lin
Ci Private Wealth
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About this Advisor
Jeffrey Lin is a financial advisor working out of Menlo Park, California. Lin works at Ci Private Wealth. Over the course of their career, they have held roles at Brownson, Rehmus & Foxworth, Inc, Portola Partners Group LLC, Cipw Service Company, LLC and Ci Portola Private Wealth. Lin maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California and Texas. Ci Private Wealth is a firm that has its headquarters in Miami, FL. The firm has offices in 28 locations and a total of 825 people on staff. It controls $95 billion in assets under management across its 79,738 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 504 charities and foundations. Of its 79,738 customer accounts, 51% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on the financial services provided. However, fees billed by Ci Private Wealth likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Lin Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Ci Portola Private Wealth
Cipw Service Company, LLC
Portola Partners Group LLC
Brownson, Rehmus & Foxworth, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Lin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
Atlanta, GA
Dallas, TX
New York, NY
Wayne, PA
Itasca, IL
San Diego, CA
Itasca, IL
Menlo Park, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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