Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2024-07-05 |
Branch Locations
765 The City Drive S. Suite 440, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Orange | CA | 03/2003 | Present |
| Apex Power & Consulting | Chino | CA | 11/2010 | 09/2020 |
| Launch Pad Careers | Irvine | CA | 11/2010 | 09/2020 |
| Transamerica Financial Advisors | Orange | CA | 01/2012 | Present |
| Hispanic Business Consultants | Santa Ana | CA | 02/2015 | 09/2020 |
| L-Square, Inc | Orange | CA | 04/2015 | 09/2020 |
| Debtmerica | Santa Ana | CA | 09/2015 | 03/2022 |
| Netlaw, Inc. | Louisville | KY | 02/2019 | Present |
| Dba Jeh Marketing, Training And Consulting | Anaheim | CA | 04/2019 | Present |
| Jeh Marketing | Mira Loma | CA | 08/2019 | 12/2022 |
| Wfg Direct | Orange | CA | 08/2021 | Present |
| Wealthwave | Orange | CA | 01/2016 | Present |
| Mj Marketing Llc | San Jose | CA | 06/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). DBA JEH Marketing, Training and Consulting| 04/2019 | 2205 S. Atlanta St, ANAHEIM, CA 92802 | Owner Trainer, Consultant | Marketing, Training & Consulting Company|Consulting: Evaluation and recommendation of business marketing plans, revenue goal analysis,strategy implementation and cost reduction strategies | NOT INVESTMENT RELATED | 20 HRS/MONTH AND 1 HR DURING TRADING. Netlaw, Inc. / 0219-Present / INVESTMENT RELATED: NO /12910 Shelbyville Road, Suite 124 Louisville, KY 40243/ Consultant / Estate Planning Document Service / hrs work monthly: 10 / Sec trading hrs: 1 / Referring clients to the website and service to generate their own estate planning documents. Wealthwave | 1/01/2016 | Co-brand company with WFG | Orange, CA | Not investment related | SMD | Financial Education MJ MARKETING LLC POSITION: Marketing Affiliate NATURE: Estate Planning Solutions INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/03/2026 ADDRESS: 1602 Deluca Drive, San Jose CA 95131, United States DESCRIPTION: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-18 |
Reach out to this advisor