Tina Giacomini Huston

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1985 → Present
  Jm Financial Services
  San Diego, CA
• 07/2009 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2007-06-08 → 2009-07-23
  Osaic Services, Inc.
  San Diego, CA

Other Businesses

1. Fixed insurance sales, as of 1989, 5% of time spent during business hours, Conducted at branch location, investment related. 2. PH Financial Services Inc, doing business as JM Financial Strategies, president, owner, and 401k plan trustee for private entity created as operating company for tax and securities business, as of 01/01/2009, 30% of time spent during business hours, conducted at branch, investment related. 3. JM Financial Strategies, tax preparation services, as of 01/01/2002, 35% of time spent during business hours, conducted at branch, not investment related. 4. Notary, as of 1986, 1% of time spent during business hours, conducted at branch, not investment related. 5. Rental of office condominiums located in San Diego, CA, as owner, as of 01/01/2009, 5% of time spent during business hours, conducted at branch, not investment related. 6. Co-Owner, Huston Inter Vivos Trust Dtd 01/09/1997, for the purpose of buying and managing residential real estate located in San Diego & La Jolla, CA, as of 06/24/2003; 1% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-26
• S63 Uniform Securities Agent State Law Examination
  1991-09-06

Designations

• Certified Financial Planner

Other Names

• Tina Louise Giacomini
• Tina Giacominihuston
• Tina Giacomini Huston