Jeffrey Osakwe (CRD# 7333599) is an Investment Advisor Representative working at Wells Fargo Advisors in Redondo Beach, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Redondo Beach, CA | Jan 2023 - Current | 1 |
| Unemployed | Los Angeles, CA | Nov 2022 - Jan 2023 | < 1 |
| Kay Properties & Investments LLC | Torrance, CA | Mar 2022 - Nov 2022 | < 1 |
| Unemployed | Irvine, CA | Nov 2021 - Feb 2022 | < 1 |
| Goldman Sachs Ayco Personal Financial Management | Torrance, CA | Aug 2019 - Oct 2021 | 2 |
| University Of California- Irvine | Irvine, CA | Jul 2015 - Jul 2019 | 4 |
| Aftercare Inc. | Santa Ana, CA | Oct 2018 - Mar 2019 | < 1 |
| Advantage Solutions | Irvine, CA | Sep 2018 - Feb 2019 | < 1 |
| Pinkberry | Newport Beach, CA | Jul 2017 - Oct 2018 | 1 |
| University Of California- Irvine Blood Donor Center | Irvine, CA | Sep 2016 - May 2017 | < 1 |
| Chipotle | Marina Del Rey, CA | Jun 2015 - Sep 2015 | < 1 |
| Hamilton Hs | Los Angeles, CA | Mar 2011 - Jun 2015 | 4 |
| Kaiser Permanente | Los Angeles, CA | Nov 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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