Jerod Fenton, financial advisor Escondido CA

Jerod Fenton

CRD Number: 4758999
Current Firm: Red Seven

Jerod Fenton (CRD# 4758999) is an Investment Advisor Representative and co-founder of Red Seven Wealth Management in Escondido, CA. Jerod has over 11 years of experience in the finance industry working with individuals and businesses to plan and invest for the future.  Jerod Fenton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Red Seven Escondido, CA Dec 2013 - Current 7
Total Wealth Management Escondido, CA May 2012 - Current 8
Cambridge Investment Research Advisors, Inc. Escondido, CA Jun 2011 - Current 9
Strongtower Financial, Inc. Fresno, CA Jul 2007 - Current 13
Royal Alliance Associates, Inc. Escondido, CA Jan 2006 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
Contact Info for Jerod C. Fenton
Phone Number: (760) 705-3520
Firm Website: https://red7wm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $108,815
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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