Josiah Jennings (CRD# 6031164) is an Investment Advisor Representative working at Vela Consulting, LLC in Laguna Beach, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbia Capital Securities, Inc. | Los Angeles, CA | Jun 2021 - Current | 2 |
| Fortalice Group, Inc. | Irvine, CA | Jan 2021 - Current | 3 |
| Vela Consulting LLC | Irvine, CA | May 2019 - Current | 4 |
| Lpl Financial LLC | Irvine, CA | Jan 2015 - May 2019 | 4 |
| Andrew C. Karlinski Financial & Insurance Services, Inc. | Irvine, CA | Feb 2015 - Mar 2019 | 4 |
| Larson Financial Securities, LLC | St. Louis, MO | Feb 2012 - Jan 2015 | 2 |
| Larson Financial Group, LLC | St. Louis, MO | Feb 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- CA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts236ACCOUNTS
-
Average Account Value$195,297
- 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
- Selection of other advisers (including private fund managers)
CA, WA
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