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Jaden Jerome Slusiewicz

Pacific Financial Planners, LLC

Laguna Niguel, CA

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Current Employers
Pacific Financial Planners, Llc

30131 Town Center Drive Suite 105, Laguna Niguel, CA 92677 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-01

Branch Locations

30131 Town Center Drive Suite 105, Laguna Niguel, CA 92677 • 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
Hawaii Pacific University Honolulu HI 08/2018 05/2020
Pacific Financial Planners Llc Laguna Niguel CA 06/2019 08/2019
Saddleback Community College Mission Viejo CA 08/2020 05/2021
Signature Estate & Investment Advisors Newport Beach CA 05/2021 08/2021
Northern Arizona University Flagstaff AZ 08/2021 05/2024
Flexible Insurance Plans, Inc. Newport Beach CA 05/2022 08/2022
Northwestern Mutual Anaheim CA 02/2023 05/2024
Winsupply - Oc Winwater Works Anaheim CA 06/2024 01/2025
Pacific Financial Planners Llc Laguna Niguel CA 02/2025 Present
Aliso Niguel High School Aliso Viejo CA 08/2014 06/2018
  • 08/2018 → 05/2020
    Hawaii Pacific University
    Honolulu, HI
  • 06/2019 → 08/2019
    Pacific Financial Planners Llc
    Laguna Niguel, CA
  • 08/2020 → 05/2021
    Saddleback Community College
    Mission Viejo, CA
  • 05/2021 → 08/2021
    Signature Estate & Investment Advisors
    Newport Beach, CA
  • 08/2021 → 05/2024
    Northern Arizona University
    Flagstaff, AZ
  • 05/2022 → 08/2022
    Flexible Insurance Plans, Inc.
    Newport Beach, CA
  • 02/2023 → 05/2024
    Northwestern Mutual
    Anaheim, CA
  • 06/2024 → 01/2025
    Winsupply - Oc Winwater Works
    Anaheim, CA
  • 02/2025 → Present
    Pacific Financial Planners Llc
    Laguna Niguel, CA
  • 08/2014 → 06/2018
    Aliso Niguel High School
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09

View on SEC IAPD

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Other Investors

ANDREW LEE EHRLICH
HEATHER MICHELLE BOONE
LORA J ROMMEL
JESSICA LYNN KRUSEY
Burton Blayne Brown
Steven Andrew King
Michael John Herlevi
Don M Dumas

Other Offices

EHRLICH FINANCIAL GROUP · LAGUNA NIGUEL, CA
TCFG INVESTMENT ADVISORS, LLC · LAGUNA NIGUEL, CA
SENTIENT FINANCIAL, LLC · LAGUNA NIGUEL, CA
LPL FINANCIAL LLC · LAGUNA NIGUEL, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAGUNA NIGUEL, CA
MORGAN STANLEY · Laguna Niguel, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Laguna Niguel, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laguna Niguel, CA

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