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Jason Lee Susdorf

Gouda Wealth Planning

Montebello, CA

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Current Employers
Gouda Wealth Planning

Montebello, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-18
  • CA RA
    APPROVED
    Since 2024-12-18

Branch Locations

Montebello, CA • 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
Td Ameritrade, Inc. San Diego CA 11/2012 12/2022
Charles Schwab And Co., Inc. San Diego CA 12/2022 01/2024
Gouda Wealth Planning, Inc. San Diego CA 05/2024 Present
Unemployed San Diego CA 01/2024 05/2024
  • 11/2012 → 12/2022
    Td Ameritrade, Inc.
    San Diego, CA
  • 12/2022 → 01/2024
    Charles Schwab And Co., Inc.
    San Diego, CA
  • 05/2024 → Present
    Gouda Wealth Planning, Inc.
    San Diego, CA
  • 01/2024 → 05/2024
    Unemployed
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-02-02
  • S63 Uniform Securities Agent State Law Examination
    2011-02-02
Designations

View on SEC IAPD

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