Benjamin Yohanan

Current Employers

Employment History

• 03/1990 → Present
  Ben Yohanan Annuity & Insurance Agency, Inc.
  San Mateo, CA
• 09/2008 → Present
  Hatch Retirement Services
  San Mateo, CA
• 01/2009 → 06/2024
  Securities America, Inc.
  San Bruno, CA
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  San Bruno, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Bruno, CA

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  San Mateo, CA
  San Bruno, CA
• 2001-08-10 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  San Mateo, CA
  San Mateo, CA

Other Businesses

1. BAYWOOD PLACE HOMEOWNERS ASSOCIATION POSITION: Board Member NATURE: Board Member of Baywood Place Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2024 ADDRESS: PO Box 629, Burlingame CA 94011 DESCRIPTION: I will work in concert with the other Board Members to ensure the condominium complex is run in adherence to the CC&R's. Tasks include attending Board meetings, responding to unit owners' requests, and assisting with with upkeep and maintenance of the building. 2. BEN YOHANAN ANNUITY & INSURANCE AGENCY, INC. POSITION: Owner/ Insurance sales and servicing existing fixed annuity accounts NATURE: Fixed annuity sales; and limited life insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 08/01/1991 ADDRESS: 1600 W Hillsdale Blvd, Suite 204, San Mateo CA 94402, United States DESCRIPTION: My activities include servicing existing fixed annuity policies and selling new fixed annuity policies. An occasional term life insurance policy is sold. Client interactions typically occur over the phone, at my office, and sometimes in client homes. These interactions include account reviews, interest rate monitoring and sales of new fixed annuity policies.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-07

Other Names

• Benjamin Yohanan
• Ben Yonahan