Felix Jonathan Kwan
Investment adviser representative at Prime Capital Financial
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$39.1BFirm 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Prime Capital FinancialAug 2024 to now
- Prime Capital Investment AdvisorsAug 2024 to now
- Financial Engines Advisors L.L.C.Nov 2018 to Aug 2024
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCApr 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 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
- 4572241
- Firm CRD
- 288712