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Jeanwin Yamato Doreus

Trilogy Capital, Inc.

Corona, CA

Irvine, CA

CRD 8135378

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Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Trilogy Capital, Inc.

2601 Main Street Suite 100, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-17
  • CA RA
    APPROVED
    Since 2025-09-17

Branch Locations

980 Montecito Dr. Suite 108, Corona, CA 92879 • United States

2601 Main Street Suite 100, Irvine, CA 92614 • 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
Trilogy Financial Corona CA 07/2025 Present
Jersey Mikes Fullerton CA 07/2022 07/2025
Precision Wealth Irvine CA 09/2023 12/2023
Midland National Irvine CA 09/2023 12/2023
Cal State Fullerton Fullerton CA 07/2021 07/2025
Domino's Pendleton CA 07/2020 12/2020
San Clemente High School San Clemente CA 07/2017 07/2021
San Onofre School San Clemente CA 05/2015 07/2021
  • 07/2025 → Present
    Trilogy Financial
    Corona, CA
  • 07/2022 → 07/2025
    Jersey Mikes
    Fullerton, CA
  • 09/2023 → 12/2023
    Precision Wealth
    Irvine, CA
  • 09/2023 → 12/2023
    Midland National
    Irvine, CA
  • 07/2021 → 07/2025
    Cal State Fullerton
    Fullerton, CA
  • 07/2020 → 12/2020
    Domino's
    Pendleton, CA
  • 07/2017 → 07/2021
    San Clemente High School
    San Clemente, CA
  • 05/2015 → 07/2021
    San Onofre School
    San Clemente, CA
Other Businesses

1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-17
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17

View on SEC IAPD

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