Jeffrey Dwight Brandeen

Employer firm

Fiduciary Architects LLC CRD 322251

$13.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2006 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Fiduciary Architects Llc
  Newport Beach, CA

Previous Registrations

• 2006-10-27 → 2025-06-05
  Western International Securities, Inc.
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA
• 2006-03-24 → 2006-10-17
  Oppenheimer & Co. Inc.
  Los Angeles, CA
• 2000-11-30 → 2006-04-04
  Ubs Financial Services Inc.
  Pasadena, CA

Other Businesses

1) University of Phoenix; 3157 E. Elwood St., Phoenix, AZ 85034; Online Instructor; Teach Intro to International Business 2) Y Service Club of Pasadena; Non Investment-Related; Nonprofit; Regional Director

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-25
• S63 Uniform Securities Agent State Law Examination
  1997-06-25