Wescom Financial Services, LLC

Wescom Financial Services, LLC (CRD# 125650) is a financial advisory firm headquartered in Pasadena, CA. They manage $81,680,005 in 518 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $157,683
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wescom Financial Services, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Humberto R. Jimenez
CRD#: 5659649
24939 Pico Canyon Rd., Unit D, Stevenson Ranch, CA 91381
98
Wealthminder
score
Humberto Jimenez (CRD# 5659649) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Stevenson Ranch, CA and has over 6 years of experience in the finance industry.
2
Lanny Cheng
CRD#: 1504514
123 South Marengo Avenue, 4th Fl, Pasadena, CA 91101
93
Wealthminder
score

Lanny Cheng (CRD# 1504514) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 30 years of experience in the finance industry.

3
Byung D. Chong
CRD#: 4189656
123 South Marengo Avenue, Pasadena, CA 91101
93
Wealthminder
score

Byung Chong (CRD# 4189656) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 17 years of experience in the finance industry.

4
Keith G. Devereaux
CRD#: 1069307
123 South Marengo Avenue, 4th Fl, Pasadena, CA 91101
93
Wealthminder
score

Keith Devereaux (CRD# 1069307) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 11 years of experience in the finance industry.

5
Robert M. Garcia
CRD#: 5317394
123 S. Marengo Ave., 4th Fl, Pasadena, CA 91101
93
Wealthminder
score

Robert Garcia (CRD# 5317394) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 10 years of experience in the finance industry.

6
Scott P. Gevertz
CRD#: 5171359
11-a East Hillcrest Drive, Thousand Oaks, CA 91362
93
Wealthminder
score

Scott Gevertz (CRD# 5171359) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Thousand Oaks, CA and has over 6 years of experience in the finance industry.

7
David A. Jabczenski
CRD#: 2254235
5601 E. La Palma Ave, Anaheim, CA 92806
93
Wealthminder
score

David Jabczenski (CRD# 2254235) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Anaheim, CA and has over 25 years of experience in the finance industry.

8
Yelena V. Kalashnikova
CRD#: 5765677
11-a East Hillcrest Drive, Thousand Oaks, CA 91362
93
Wealthminder
score

Yelena Kalashnikova (CRD# 5765677) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Thousand Oaks, CA and has over 8 years of experience in the finance industry.

9
Connie M. Knox
CRD#: 2279725
123 South Marengo Avenue, 4th Fl, Pasadena, CA 91101
93
Wealthminder
score

Connie Knox (CRD# 2279725) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 25 years of experience in the finance industry.

10
Diana L. Nash
CRD#: 2664062
4330 E. Mills Circle Road, Ontario, CA 91764
93
Wealthminder
score

Diana Nash (CRD# 2664062) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Ontario, CA and has over 14 years of experience in the finance industry.

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