FELIX JONATHAN KWAN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with PRIME CAPITAL INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 2024-08-02 | present | Yes |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2018-11-01 | 2024-08-29 | — |
| EDELMAN FINANCIAL SERVICES, LLC | 2012-05-21 | 2018-11-01 | — |
| STRATEGIC ADVISERS LLC | 2006-06-27 | 2012-04-25 | — |
| MML INVESTORS SERVICES, LLC | 2004-01-02 | 2004-09-03 | — |
| WADDELL & REED | 2002-11-14 | 2003-12-08 | — |