Jeffrey Cuenco, financial advisor San Jose CA

Jeffrey Cuenco

CRD Number: 5947720
Current Firm: Transamerica Financial Advisors, Inc.

Jeffrey Cuenco (CRD# 5947720) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 10 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Amazon.com Services LLC San Diego, CA Jan 2021 - Current 1
Empowerment Warrior Consulting, Inc. San Diego, CA Jun 2020 - Current 1
Blake Nubar San Diego, CA Jun 2020 - Current 1
Shopify.com San Diego, CA Jun 2019 - Current 2
La Jolla Presidents Lion Club San Diago, CA Jun 2019 - Current 2
Northrop Grumman Corporation San Diego, CA Mar 2019 - Current 3
Transamerica Financial Advisors, Inc. Fremont, CA Sep 2018 - Current 3
Professional Gallivanter, Inc. Sunnyvale, CA Feb 2018 - Current 4
World Financial Group, Inc. Fremont, CA Sep 2010 - Current 11
National Instruments Santa Clara, CA Oct 2017 - Apr 2019 1
Thank You Plan Ii, LLC Clarksburg, MD Sep 2016 - Jun 2018 1
Ceo Space International San Diego, CA Jan 2016 - Sep 2017 1
Self-employed San Diego, CA Mar 2015 - Aug 2017 2
Uber San Diego, CA May 2016 - Jun 2017 1
Lyft San Diego, CA Feb 2017 - May 2017 < 1
Zymes Express, Inc. San Diego, CA Mar 2015 - Dec 2015 < 1
Computer Sciences Corporation (csc) San Diego, CA Jun 2013 - Mar 2015 1
Transamerica Financial Advisors, Inc. San Diego, CA Jan 2012 - Mar 2015 3
Sentek Global San Diego, CA Sep 2011 - May 2013 1
Sentek Global Incorporated San Diego, CA Sep 2011 - May 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Sep 2020
Contact Info for Jeffrey G. Cuenco
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    50,030
    ACCOUNTS
  • Average Account Value
    $35,152
Compensation Options
  • A percentage of assets under your management
  • Commissions
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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