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Employer firm

Confidence Wealth Management, Inc. CRD 127383

$454M regulatory AUM

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
Confidence Wealth Management, Inc.

10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NV RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States

10940 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States

21250 Hawthorne Blvd Suite 500, Torrance, CA 90503 • 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
Confidence Wealth Management, Llc (Formerly Pl&J, Llc) Henderson NV 06/2011 Present
Confidence Wealth & Insurance Solutions, Llc (Formerly Pl&J) Henderson NV 04/2016 Present
9Q Ventures Los Angeles CA 02/2013 Present
Exit Mindset, Llc Henderson NV 02/2021 Present
Confidence Life Insurance Solutions Llc Torrance CA 12/2018 Present
3Rd Delta, Inc. Los Angeles CA 12/2018 Present
  • 06/2011 → Present
    Confidence Wealth Management, Llc (Formerly Pl&J, Llc)
    Henderson, NV
  • 04/2016 → Present
    Confidence Wealth & Insurance Solutions, Llc (Formerly Pl&J)
    Henderson, NV
  • 02/2013 → Present
    9Q Ventures
    Los Angeles, CA
  • 02/2021 → Present
    Exit Mindset, Llc
    Henderson, NV
  • 12/2018 → Present
    Confidence Life Insurance Solutions Llc
    Torrance, CA
  • 12/2018 → Present
    3Rd Delta, Inc.
    Los Angeles, CA
Previous Registrations
Other Businesses

1) CEO; 3rd Delta, Inc; Investment Related: No; Location: 10940 Wilshire Blvd, Ste 600, Los Angeles, CA 90024; Description of the business: Marketing Operations; Responsibilities Duties: Oversees the company's direction.; Start date with business: 2018-12-13; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 2; 2) CEO; Exit Mindset, LLC; Investment Related: No; Location: 170 S Green Valley Parkway Ste 300, Henderson, Nevada, 89012; Description of the business: Authorship of business growth strategies; Responsibilities Duties: Author; Start date with business: 2021-02-05; Hours devoted to business outside trading hours: 3; 3) CEO; 9Q Ventures, LLC; Investment Related: No; Location: 10940 Wilshire Blvd, Ste 600, Los Angeles, CA 90024; Description of the business: Venture Capital; Responsibilities Duties: Oversees company's direction and strategy; Start date with business: 2013-02-25; Hours devoted to business outside trading hours: 3; 4) CEO; CONFIDENCE WEALTH & INSURANCE SOLUTIONS LLC; Investment Related: Yes; Location: 170 S Green Valley Parkway Ste 300, Henderson, Nevada, 89012; Description of the business: Insurance agency; Responsibilities Duties: Overseeing company; Start date with business: 2014-02-12; Hours devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 50; 5) CEO; CONFIDENCE LIFE INSURANCE SOLUTIONSLLC; Investment Related: Yes; Location: 21250 Hawthorne Blvd, Ste 500, Torrance, CA 90503; Description of the business: insurance agency; Responsibilities Duties: overseeing company; Start date with business: 2018-12-10; Hours devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 25.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-21
S63 Uniform Securities Agent State Law Examination 1991-04-12
  • S66 Uniform Combined State Law Examination
    2001-05-21
  • S63 Uniform Securities Agent State Law Examination
    1991-04-12
Other Names
  • Ray Delan
  • Ray Detan
  • Rem Jaibaji
  • Ray Jaibaji
  • Rem Jaibaji
  • Rem Oculee
  • Rem Nmn Oculee

View on SEC IAPD

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