Jeffrey Reardon (CRD# 7159628) is an Investment Advisor Representative working at Wilson Financial Advisors, LLC in Garden Grove, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wilson Financial Advisors | Garden Grove, CA | Jul 2019 - Current | 4 |
Wilson Financial Serivces | Garden Grove, CA | Jan 2018 - Current | 6 |
Fca | Anaheim, CA | Jun 2016 - Jan 2018 | 1 |
Pacific Valley Investments | Marina, CA | May 2014 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$41,027
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA
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