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Daniel Jeong

W&S Brokerage Services, Inc.

Cerritos, CA

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Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-08-04
CA RA APPROVED 2026-05-11
  • HI RA
    APPROVED
    Since 2026-08-04
  • CA RA
    APPROVED
    Since 2026-05-11

Branch Locations

17777 Center Court Drive Suite 625, Cerritos, CA 90703 • 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
Jc&Company Irvine CA 03/2021 10/2025
Kim's Financial Solutions Austin TX 05/2017 02/2021
Full-Time Education Torrance CA 06/2016 04/2017
Self-Employement La Habra CA 11/2025 12/2025
Western & Southern Life Cerritos CA 01/2026 Present
W&S Brokerage Services, Inc. Cerritos CA 02/2026 Present
  • 03/2021 → 10/2025
    Jc&Company
    Irvine, CA
  • 05/2017 → 02/2021
    Kim's Financial Solutions
    Austin, TX
  • 06/2016 → 04/2017
    Full-Time Education
    Torrance, CA
  • 11/2025 → 12/2025
    Self-Employement
    La Habra, CA
  • 01/2026 → Present
    Western & Southern Life
    Cerritos, CA
  • 02/2026 → Present
    W&S Brokerage Services, Inc.
    Cerritos, CA
Other Businesses

Western & Southern Life - No - Cerritos, CA - Full Times Sales Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
  • S66 Uniform Combined State Law Examination
    2026-03-06

View on SEC IAPD

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Other Offices

PFS INVESTMENTS INC. · CERRITOS, CA
LPL FINANCIAL LLC · CERRITOS, CA
FOUNDATIONS INVESTMENT ADVISORS LLC · CERRITOS, CA
PURE WEALTH MANAGEMENT · CERRITOS, CA
PURE WEALTH MANAGEMENT · Cerritos, CA
KESTRA ADVISORY SERVICES, LLC · Cerritos, CA
LPL FINANCIAL LLC · CERRITOS, CA
PFS INVESTMENTS INC. · CERRITOS, CA

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