Jill Ann Guintu

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Pleasant Hill, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pleasant Hill, CA

Other Businesses

1) JILL GUINTU INDEPENDENT PRODUCT CONSULTANT DO TERRA ESSENTIAL OILS; NOT INVESTMENT RELATED; 1016 PEPPERMILL COURT, CONCORD, CA 94518; PRODUCT CONSULTANT; SINCE 05/15/2013; 5-HRS/MTH; 0 DURING SECURITY HOURS; ESSENTIAL OIL SALES. 2) WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Financial Advisor NATURE: LLC Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1995 ADDRESS: 3478 Buskirk Avenue, Suite 333, Pleasant Hill CA 94523, United States DESCRIPTION: Manage client accounts 3) JILL GUINTU (INSURANCE) POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1995 ADDRESS: 3478 Buskirk Avenue, Suite 333, Pleasant Hill CA 94523, United States DESCRIPTION: Sell Insurance as needed 4) DR YACHTS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2023 ADDRESS: 1016 Peppermill Court, Concord CA 94518, United States DESCRIPTION: Marketing of charter, maintenance of vessel, accounting 5) WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Advisor within the branch NATURE: LLC used as our DBA vanity name INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2024 ADDRESS: 3478 Buskirk Ave. Suite 333, Pleasant Hill CA 94523, United States DESCRIPTION: Maintaining our LLC for branding / marketing / vanity name and other needed usage

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-30
• S63 Uniform Securities Agent State Law Examination
  1995-03-22

Designations

Other Names

• Jill Ann Wagner