Jeffrey Brandeen, financial advisor Pasadena CA

Jeffrey Brandeen

The Brandeen Wealth Managment Group

CRD Number: 2894744
Current Firm: Western International Securities
Compensation Model: Both
Jeffrey Brandeen (CRD# 2894744) is an Investment Advisor Representative working at Western International Securities in Pasadena, CA and has over 19 years of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Oct 2006 - Current 14
Oppenheimer & Company Inc. Los Angeles, CA Mar 2006 - Oct 2006 < 1
UBS Paine Webber Pasadena, CA Nov 2000 - Mar 2006 5
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jun 1997
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Nov 1998
S3 National Commodities Futures Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey D. Brandeen
Phone Number: (888) 793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
  • MN
  • WI
  • FL
By the Numbers
  • Total Assets Under Management
    2,600
    MILLIONS
  • Total Number of Accounts
    8,600
    ACCOUNTS
  • Average Account Value
    $302,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WY

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Data verified by both the advisor and the public regulatory data.

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