Jeffrey CuencoCRD 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.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management1,759MILLIONS
Total Number of Accounts50,030ACCOUNTS
Average Account Value$35,152
- A percentage of assets under your management
- 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
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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