Josealfredo Rendon, financial advisor Irvine CA

Josealfredo Rendon

CRD Number: 7442292
Current Firm: Apriem Advisors

Josealfredo Rendon (CRD# 7442292) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Apriem Advisors Irvine, CA Sep 2020 - Current 1
Student Long Beach, CA Oct 2019 - Aug 2020 < 1
Lyft Long Beach, CA Jan 2018 - Sep 2019 1
Bank Of America, N.a. Long Beach, CA Aug 2015 - Dec 2017 2
Free Conference Call, Corp Long Beach, CA Feb 2016 - Jun 2017 1
Student Long Beach, CA Apr 2014 - Dec 2016 2
Target, Corp. Long Beach, CA Aug 2012 - Mar 2014 1
Subway, Inc. Long Beach, CA Jun 2010 - Aug 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Josealfredo V. Rendon
Phone Number: (949) 253-8888
Firm Website: http://www.apriem.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,008
    MILLIONS
  • Total Number of Accounts
    2,340
    ACCOUNTS
  • Average Account Value
    $430,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA

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