Jasmine Bauer, financial advisor Los Angeles CA
89 score

Jasmine Bauer

CRD Number: 6132930
Current Firm: Unionbanc Investment Services, LLC

Jasmine Bauer (CRD# 6132930) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Los Angeles, CA Aug 2014 - Current 2
Valic Financial Advisors, Inc. Glendale, CA Nov 2013 - Aug 2014 < 1
Unionbanc Investment Services Los Angeles, CA Oct 2012 - Nov 2013 1
On Assignment Calabasas, CA May 2011 - Oct 2012 1
Unemployed Westlake Village, CA Feb 2011 - May 2011 < 1
Robert Half International Westlake Village, CA Jul 2010 - Feb 2011 < 1
Unemployed Westlake Village, CA Jan 2009 - Jul 2010 1
Avon West Covina, CA May 2007 - Jan 2009 1
Urban Chrysler Jeep & Dodge Foothill Ranch, CA Feb 2007 - May 2007 < 1
Superior Auto Of San Gabriel Valley City Of Industry, CA Oct 2006 - Feb 2007 < 1
Unemployed West Covina, CA Jul 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jasmine A. Bauer
Phone Number: 800-634-1100
Registered State(s):
  • CA
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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