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Jeffrey Reardon

Wilson Financial Advisors, LLC

Garden Grove, CA

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Current Employers
Wilson Financial Advisors, Llc

12419 Lewis Street #202, Garden Grove, CA 92840 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-11
  • CA RA
    APPROVED
    Since 2025-07-11

Branch Locations

12419 Lewis Street #202, Garden Grove, CA 92840 • 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
Wilson Financial Advisors Garden Grove CA 07/2019 Present
Wilson Financial Serivces Garden Grove CA 01/2018 Present
Fca Anaheim CA 06/2016 01/2018
  • 07/2019 → Present
    Wilson Financial Advisors
    Garden Grove, CA
  • 01/2018 → Present
    Wilson Financial Serivces
    Garden Grove, CA
  • 06/2016 → 01/2018
    Fca
    Anaheim, CA
Other Businesses

Wilson Financial Services, Insurance Agent, Garden Grove, CA, 01/2018 to Present, approximately 40 hours per week devoted to this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-02
  • S65 Uniform Investment Adviser Law Examination
    2019-07-02

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · GARDEN GROVE, CA
J.P. MORGAN SECURITIES LLC · GARDEN GROVE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN GROVE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Garden Grove, CA
EAGLE STRATEGIES LLC · GARDEN GROVE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Garden Grove, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ANAHEIM, CA
FIRST COMMAND ADVISORY SERVICES · Garden Grove, CA

More in Garden Grove, CA

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