Jennifer L. Despain

Current Employers

Employment History

• 05/2011 → 06/2021
  Avantax Investment Services
  Woodland Hills, CA
• 05/2008 → Present
  Canyon Oak Financial Dba For Investment Business
  Woodland Hills, CA
• 06/2012 → 06/2021
  Avantax Advisory Services
  Woodland Hills, CA
• 10/2013 → 06/2021
  Avantax Insurance Agency Llc
  Woodland Hills, CA
• 06/2021 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2008 → Present
  Canyon Oak Financial
  Woodland Hills, CA

Previous Registrations

• 2012-06-20 → 2021-06-09
  Avantax Advisory Services
  Woodland Hills, CA

Other Businesses

1) CANYON OAK FINANCIAL, ADDRESS SAME AS REGISTERED BRANCH, OWNER, PREPARE TAX RETURNS, DEVELOP/PROVIDE TAX PLANNING STRATEGIES TO CLIENTS, MANAGE/REVIEW STAFF WORK RELATED TO BOOKKEEPING/PAYROLL FOR CLIENTS, 20H/WEEK, 10H/WEEK DURING TRADING HOURS, SINCE 01/2008 2) CANYON OAK FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENT BUSINESS, OWNER, SELL INVESTMENTS, 40H/WEEK, SINCE 05/2008. 3. NAME OF OTHER BUSINESS: MAMMOTH CONDO; INVESTMENT RELATED: NO; ADDRESS: 1135 PYRAMID PEAK DR, MAMMOTH LAKES, CA 93546; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NO DUTIES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-08

Designations

Other Names

• Jennifer L Despain
• Jennifer Welles