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Jeffrey Samuel Platt

Platt Wealth Management

San Diego, CA

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Current Employers
Platt Wealth Management

3838 Camino Del Rio North Suite 365, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-07-06
  • CA RA
    APPROVED
    Since 2018-07-06

Branch Locations

3838 Camino Del Rio North Suite 365, San Diego, CA 92108 • 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
Platt Wealth Management San Diego CA 06/2018 Present
Wealth Quest Partners San Diego CA 12/2015 06/2018
  • 06/2018 → Present
    Platt Wealth Management
    San Diego, CA
  • 12/2015 → 06/2018
    Wealth Quest Partners
    San Diego, CA
Previous Registrations
  • 2015-01-16 → 2018-10-09
    Wealth Quest Partners, Inc.
    San Diego, CA
  • 2008-06-30 → 2015-11-12
    Harrison - De Charon, L.L.C.
    San Diego, CA
  • 2004-03-18 → 2004-09-28
    Blankinship & Foster, Llc
    Del Mar, CA
Designations
Other Names
  • Jeffrey Platt

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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