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Jeffrey B Stoltey

Inflection Retirement Services

Westlake Village, CA

San Diego, CA

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Current Employers
Inflection Retirement Services

2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-20
TX RA APPROVED 2025-03-20
  • CA RA
    APPROVED
    Since 2025-03-20
  • TX RA
    APPROVED
    Since 2025-03-20

Branch Locations

2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States

San Diego, 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
New City Insurance San Diego CA 05/2014 Present
Inflection Retirement Services Inc Camarillo CA 03/2025 Present
  • 05/2014 → Present
    New City Insurance
    San Diego, CA
  • 03/2025 → Present
    Inflection Retirement Services Inc
    Camarillo, CA
Other Businesses

Insurance broker selling life, health, commercial and personal lines

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-27
Other Names
  • Jeff Stoltey

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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