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Jonathan Lee Deeringer

Deeringer Wealth Management, LLC

Sacramento, CA

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Current Employers
Deeringer Wealth Management, Llc

3600 American River Drive #290, Sacramento, CA 95864 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2020-02-03
CA RA APPROVED 2019-11-07
  • NV RA
    APPROVED
    Since 2020-02-03
  • CA RA
    APPROVED
    Since 2019-11-07

Branch Locations

3600 American River Drive, #290, Sacramento, CA 95864 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Genovese Burford & Brothers Sacramento CA 08/2014 12/2018
Deeringer Wealth Management, Llc Sacramento CA 01/2019 Present
Previous Registrations
  • 2015-01-13 → 2019-03-29
    Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Llc
    Sacramento, CA
  • 2015-01-07 → 2015-01-14
    Scottsdale, AZ
    Sacramento, CA
Other Businesses

1. AMERICAN RIVER PARKWAY FOUNDATION POSITION: Treasurer, Board Member. NATURE: Non-profit foundation whose mission is preservation and improvement of the American River Parkway. INVESTMENT RELATED: No NUMBER OF HOURS: 8 per month. SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 5700 Arden Way, Carmichael CA 95608 DESCRIPTION: I joined the Board in March 2022 as Treasurer. Board meets for about 2 hours/mo, and committee meetings another 2 hours/mo. About 4-5 hours/mo work outside meetings coordinating volunteers, trash clean ups, and fundraising activities. 2. CRUMP LIFE INSURANCE, INC. POSITION: Independent Producer (Agent) NATURE: Crump serves as general agent for insurance products for a variety of insurers, and I contract as an independent agent. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 2 per month. SECURITIES TRADING HOURS: 0. START DATE: 2/08/2021. DESCRIPTION: Licensed insurance agent in CA, analyze, recommend, and place insurance products for clients where appropriate. Earn commissions as an independent agent for products placed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-18
  • S66 Uniform Combined State Law Examination
    2014-12-18
Designations
Other Names
  • Jonathan Lee Deeringer

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