Jeff Babajani, financial advisor Tujunga CA
68 score

Jeff Babajani

CRD Number: 2972572
Current Firm: Quest Capital Strategies, Inc.

Jeff Babajani (CRD# 2972572) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Tujunga, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Quest Capital Strategies, Inc. Lake Forest, CA Jan 2014 - Current 2
Innovation Partners LLC Matthews, NC Apr 2013 - Dec 2013 < 1
Unemployed Pasadena, CA Apr 2011 - Apr 2013 2
Wells Fargo Advisors, LLC Pasadena, CA Jan 2011 - May 2011 < 1
Wells Fargo Investments Pasadena, CA Mar 2008 - May 2011 3
Wells Fargo Bank Pasadena, CA Oct 2006 - May 2011 4
National Vision Inc. Lawrenceville, GA Mar 1999 - Sep 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
S63 Uniform Securities State Law Examination Mar 2014
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeff Babajani
Phone Number: 949-830-4885
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $173,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA

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BADGES
68

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