Jourdan Erik Sarmiento Sy

Current Employers

Employment History

• 02/2014 → Present
  Wells Fargo Advisors Financial Network, Llc
  Walnut Creek, CA

Previous Registrations

• 2009-10-23 → 2014-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
  San Ramon, CA
• 2007-04-30 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Walnut Creek, CA
  San Ramon, CA

Other Businesses

NOTARY PUBLIC, NOT INVESTMENT RELATED,STATE OF CA. START 9/1/2004, 2 HOURS/MONTH, 0 DURING TRADING, NOTARIZE DOCUMENTS. CA REAL ESTATE BROKER LICENSE; NOT INV. RELATED; SAN RAMON, CA; START 11/2016; 1 HR PER MONTH; 0 HRS DURING TRADING. CES CORPORATION; INVESTMENT RELATED; TUCSON, AZ; 100% OWNERSHIP; START 2/14/2019; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. PRESIDIO GROUP WEALTH MANAGEMENT LLC, INV RELATED, TUCSON, AZ, 33.33% OWNERSHIP, START 1/1/2020, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. PRESIDIO GROUP GROWTH PARTNERS LLC, INV RELATED, WALNUT CREEK, CA, 33.33% OWNERSHIP, START 1/1/2023, 40 HOURS PER MONTH, 20 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY - 2579 ; INV RELATED;SAN RAMON,CA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; LOMBARD WEALTH MANAGEMENT LLC ; INV RELATED;WALNUT CREEK,CA; 33.33% OWNERSHIP; START DATE: 06/15/2026; 12 HRS PER MONTH; 12 HRS DURING TRADING; SIERRA ASSET MANAGEMENT, LLC; INV RELATED;OAKHURST,CA; REGISTERED INVESTMENT ADVISOR;33.33% OWNERSHIP; START DATE: 07/01/2027; 8 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2007-04-27

Designations

Other Names

• Jourdan Erik Sarmiento Sy