James Francis Reyes

Current Employers

Employment History

• 01/2013 → Present
  Transamerica Financial Advisors, Inc
  Los Alamitos, CA
• 12/2012 → Present
  World Financial Group, Inc.
  Los Alamitos, CA
• 11/2016 → Present
  Warner Pacific
  West Lake Village, CA
• 10/2020 → 03/2022
  Debtmerica
  Santa Ana, CA
• 06/2021 → 12/2022
  The Vault Cm, Llc
  Costa Mesa, CA
• 05/2022 → Present
  Lspn Pro, Llc
  Lindon, UT
• 04/2024 → Present
  Mj Marketing Llc
  San Jose, CA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). LSPN Pro, LLC / 0522-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Referral Agent / Estate Planning Services / Hrs. Work Monthly: 4 / Sec Trading Hrs.: 1 / Referrals of Estate Planning needs for clients WARNER PACIFIC/NO/32110 AGOURA ROAD, WEST LAKE VILLAGE, CA, 91361/HEALTH INSURANCE BROKER AGENCY/INDEPENDENT HEALTH AGENT/11.01.2016/2/0/PROVIDING HEALTH INSURANCE TO CLIENTS WHEN NECESSARY. MJ MARKETING LLC POSITION: customer service NATURE: Providing bundled professional services with emphasis on Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 1602 Deluca Drive, San Jose CA 95131, United States DESCRIPTION: Client communications, follow up with clients, provide info on estate planning concerns, schedule appointments

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-05
• S63 Uniform Securities Agent State Law Examination
  2008-08-22

Other Names

• James Reyes