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Inactive

Jared Charles Fenlason

The Dr Team

Murrieta, CA

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Current Employers
The Dr Team

Murrieta, CA • United States

Current Registrations

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

Branch Locations

Murrieta, 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
Cac Planning And Insurance Services Rancho Santa Margarita CA 06/2019 Present
Soberlink Inc Huntington Beach CA 06/2015 08/2021
Fenlason Group Inc. Murrieta CA 01/2019 Present
Fenlason Financial Services Inc. Murrieta CA 07/2024 Present
Fenlason Financial Services Inc. Murrieta CA 04/2024 Present
  • 06/2019 → Present
    Cac Planning And Insurance Services
    Rancho Santa Margarita, CA
  • 06/2015 → 08/2021
    Soberlink Inc
    Huntington Beach, CA
  • 01/2019 → Present
    Fenlason Group Inc.
    Murrieta, CA
  • 07/2024 → Present
    Fenlason Financial Services Inc.
    Murrieta, CA
  • 04/2024 → Present
    Fenlason Financial Services Inc.
    Murrieta, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-21
  • S65 Uniform Investment Adviser Law Examination
    2019-05-21

View on SEC IAPD

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