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Current Employers
Jrs Investments And Wealth Preservation, Llc

Union, WA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-08-29
  • CA RA
    APPROVED
    Since 2022-08-29

Branch Locations

Fallbrook, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Garva Llc Vista CA 01/2005 05/2020
United By Bass Llc Vista CA 08/2005 05/2020
Mass Mutual La Jolla CA 12/2018 06/2020
Principal Life Insurance Company San Diego CA 06/2020 07/2022
Principal Securities Inc San Diego CA 06/2020 07/2022
Jrs Investment And Wealth Preservation, Llc Fallbrook CA 08/2022 Present
  • 01/2005 → 05/2020
    Garva Llc
    Vista, CA
  • 08/2005 → 05/2020
    United By Bass Llc
    Vista, CA
  • 12/2018 → 06/2020
    Mass Mutual
    La Jolla, CA
  • 06/2020 → 07/2022
    Principal Life Insurance Company
    San Diego, CA
  • 06/2020 → 07/2022
    San Diego, CA
  • 08/2022 → Present
    Jrs Investment And Wealth Preservation, Llc
    Fallbrook, CA
Previous Registrations
Other Businesses

***Garva LLC dba Signature Series; Investment Related; Vista, CA; Owner; Mobile notary services; Start Date: 02/25/2014; 80 hrs per month; 40 during trading hours. ***United by Bass; Not Investment Related; Vista, CA; Co-owner; LLC established to promote live electronic music events.; Start Date: 02/25/2014; 10 hrs per month; 0 during trading hours. ***Fixed Insurance; Investment Related; Fallbrook, CA; Agent; Life, Health, LTC, Annuities; Start Date: 08/16/2020; 10 hrs per month; 5 during trading hours - CA License number: 0F97412 POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 358 MISAKI WAY, FALLBROOK CA 92028, United States DESCRIPTION: I used to live at 5480 Villas Dr, Bonsall, CA 92003. I moved out in August of 2020 and have been renting it out since September of 2020. I collect rental income on the property, but that is it. I do not own any other rental properties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-03
S65 Uniform Investment Adviser Law Examination 2019-06-17
  • S63 Uniform Securities Agent State Law Examination
    2020-08-03
  • S65 Uniform Investment Adviser Law Examination
    2019-06-17

View on SEC IAPD

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