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Current Employers
Jrs Investments And Wealth Preservation, Llc

Union, WA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
HI RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • HI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Fullerton, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2007 10/2017
Unemployed Fullerton CA 10/2017 02/2018
Transwest Long Beach CA 03/2019 Present
Walt Disney Co. Anaheim CA 02/2018 06/2018
Uc Factors Glendora CA 03/2018 03/2019
  • 02/2007 → 10/2017
    St Louis, MO
  • 10/2017 → 02/2018
    Unemployed
    Fullerton, CA
  • 03/2019 → Present
    Transwest
    Long Beach, CA
  • 02/2018 → 06/2018
    Walt Disney Co.
    Anaheim, CA
  • 03/2018 → 03/2019
    Uc Factors
    Glendora, CA
Previous Registrations
  • 2007-05-01 → 2017-10-25
    Waikoloa, HI
    Kailua Kona, HI
    St Louis, MO
Other Businesses

Life and Health Insurance licensed: In Hawaii - #348148, In California- #0I11712 TransWest Capital - Non-Investment Related 1700 W. Walnut Ave., Suite B Visalia, CA 93277 Customer Service - Inbound calls - Sales of Accts Receivable Started Mar. 2019 30 hrs/wk Does not affect my ability to service my investment business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-26
  • S66 Uniform Combined State Law Examination
    2007-04-26
Other Names
  • Hector Robles

View on SEC IAPD

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