![Jenny Cao, financial advisor Orange CA](/img/ws/profile-blank-sq.png)
Jenny Cao (CRD# 6908641) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
![Richard Jensen, financial advisor Orange CA](/img/ws/profile-blank-sq.png)
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pavillion Surgery Center, A Division Of St Joseph Hospital | Orange, CA | Nov 2020 - Current | 3 |
Wfg Direct | Santa Ana, CA | Jul 2020 - Current | 4 |
Transamerica Financial Advisors, Inc. | Santa Ana, CA | Jan 2018 - Current | 6 |
F3 Insurance Services LLC | San Diego, CA | Nov 2017 - Current | 6 |
World Financial Group, Inc. | Santa Ana, CA | Dec 2015 - Current | 8 |
St. Joseph Hospital | Orange, CA | Nov 2001 - Current | 22 |
University Of California Irvine | Orange, CA | Feb 2020 - Oct 2020 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2017 |
S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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