JEI INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
169455

Firm profile

FINTRX

Overview

JEI Investment Management, LLC is organized as a limited liability company and appears to operate primarily as an active manager of pooled investment vehicles rather than as a traditional registered adviser with a retail client base. The firm serves in sponsor, general partner and managing member roles for private funds, and the available records do not list a year of SEC registration. The ownership structure is individual-owned and the firm is classified as unclassified in the snapshot data. It is not identified as a capital allocator to third-party managers, nor as an active ESG investor, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOSEPH IRELAND

    Founder and CEOCRD 5149528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
12636 High Bluff Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth