Jerome Jostak (CRD# 2907144) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chino Hills, CA and has over 26 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icu Medical, Inc. | San Clemente, CA | Nov 2023 - Current | < 1 |
| Transamerica Financial Advisors, Inc. | Irvine, CA | Jan 2012 - Current | 12 |
| Wfgia | Irvine, CA | Jun 2001 - Current | 22 |
| Fieldwork | Irvine, CA | Jun 2022 - Dec 2023 | 1 |
| Qualified Benefits | Woodland Hills, CA | Aug 2012 - Dec 2023 | 11 |
| Anthem Insurance Companies Inc. | Worthinton, OH | Jun 2012 - Dec 2023 | 11 |
| Eteam Inc. | Somerset, NJ | Aug 2022 - Nov 2023 | 1 |
| Prosperity Builders Inc. | Woodland Hills, CA | Jun 2020 - Oct 2023 | 3 |
| Transamerica Employee Benefits | Cedar Rapids, IA | Jul 2017 - Oct 2023 | 6 |
| Unum | Glendale, CA | Jun 2012 - Oct 2023 | 11 |
| Lincoln Financial Group | Mission Viejo, CA | Jun 2012 - Oct 2023 | 11 |
| Met Life | New York, NY | Jun 2012 - Oct 2023 | 11 |
| Debtmerica Relief LLC | Santa Ana, CA | Jun 2017 - Feb 2022 | 4 |
| Destiny Builders 3 LLC | Buena Park, CA | May 2013 - Sep 2020 | 7 |
| Abbott Laboratories | Santa Ana, CA | Mar 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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
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