Josealfredo RendonCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management1,008MILLIONS
Total Number of Accounts2,340ACCOUNTS
Average Account Value$430,721
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA
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