Jeremiah Daniel Pangan
Investment adviser representative at Prime Capital Financial
11 yearsExperience
2 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business
Are you Jeremiah Daniel Pangan? Claim your profile
Contact this firm
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
11 years in the industry.
- Prime Capital FinancialApr 2022 to now
- Prime Capital Investment Advisors, LLCApr 2022 to now
- Private Client ServicesJan 2022 to now
- 2020 Capital Management, Inc.Jan 2017 to now
- 2020 Financial Advisers, LLCNov 2015 to now
- 20/20 Financial Advisers of San Diego, LLCJan 2018 to Nov 2021
- Ameritas Investment CorpFeb 2016 to Jan 2022
- Ameritas Life Insurance CorpNov 2015 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6582517
- Firm CRD
- 288712