Jeffrey Cuenco (CRD# 5947720) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Naval Information Warfare Center Pacific (niwc Pac) | San Diego, CA | Jan 2024 - Current | < 1 |
| Ywd Lending | Upper Marlboro, MD | Oct 2023 - Current | < 1 |
| Us Navy Reserve | San Diego, CA | Aug 2023 - Current | < 1 |
| Wfgia | San Diego, CA | Jan 2023 - Current | 1 |
| Transamerica Financial Advisors, Inc. | San Diego, CA | Jan 2023 - Current | 1 |
| Empowerment Warrior Consulting, Inc. | San Diego, CA | Jun 2020 - Current | 3 |
| Blake Nubar | San Diego, CA | Jun 2020 - Current | 3 |
| Shopify.com | San Diego, CA | Jun 2019 - Current | 4 |
| La Jolla Presidents Lions Club | San Diego, CA | Jun 2019 - Current | 4 |
| Northrop Grumman Corporation | San Diego, CA | Mar 2019 - Current | 5 |
| Professional Gallivanter, Inc. | San Diego, CA | Mar 2018 - Current | 6 |
| Amazon.com Services LLC | San Diego, CA | Jan 2022 - Oct 2023 | 1 |
| Empowerment Warrior Consulting, Inc. | San Diego, CA | Jun 2020 - Dec 2022 | 2 |
| Blake Nubar | San Diego, CA | Jun 2020 - Dec 2022 | 2 |
| Shopify.com | San Diego, CA | Jun 2019 - Dec 2022 | 3 |
| Northrop Grumman Corporation | San Diego, CA | Mar 2019 - Dec 2021 | 2 |
| National Instruments | Santa Clara, CA | Oct 2017 - Apr 2019 | 1 |
| Mytype | Sausalito, CA | Sep 2018 - Mar 2019 | < 1 |
| National Instruments | Santa Clara, CA | Oct 2017 - Jan 2019 | 1 |
| Thank You Plan Ii, LLC | Clarksburg, MD | Sep 2016 - Jun 2018 | 1 |
| Mytype | Sausalito, CA | Mar 2017 - Oct 2017 | < 1 |
| Ceo Space International | New Port Richey, FL | Jan 2016 - Oct 2017 | 1 |
| Lyft | San Diego, CA | Jun 2017 - Aug 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 - Jul 2015 | 2 |
| Transamerica Financial Advisors, Inc. | San Diego, CA | Jan 2012 - Mar 2015 | 3 |
| 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 |
- CA
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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