Jay Christopher Fong
Investment adviser representative at Concentrum Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$986.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Concentrum Wealth Management, LLCApr 2013 to now
- Purshe Kaplan Sterling InvestmentsApr 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Concentrum Wealth Management
Legal name: Concentrum Wealth Management, Inc.
$986.8MAssets managed
420Clients
5Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3242313
- Firm CRD
- 167151