Jesse Gerard Dogillo

Current Employers

Employment History

• 01/1996 → Present
  Self-Employed
  San Jose, CA
• 07/1996 → Present
  Mcclurg Capital Corporation
  San Francisco, CA

Other Businesses

California Department of Insurance Curriculum Board 300 Capitol Mall, 17th Floor Sacramento CA 95814 Oversees the development of pre-licensing and CE curriculum for agents/brokers and standards for educational providers. Volunteering as member of the Board beginning 07/20/2023 2-3 hours per month during the day. Not investment related. San Francisco Bay Area Health Plans 102 Persian Dr. Sunnyvale CA 94089 Agent/broker website providing health insurance sales and quotes. Licensed as agent since 1979. Not investment related. Compensation from commissions of policy sales $1000 per year 2 hours per month day/night Pacific Wide Lending 7041 Koll Center Pkwy Suite 270 Pleasanton CA 94566 Loan agent originating mortgage loans since 2003 Compensation from mortgage loans $5000 per year 2-3 hours per month day/night. Not investment related. NAIFA - National Association of Insurance and Financial Advisors 1000 Wilson Blvd., Suite 1890 Arlington VA 22209 Professional association-Advocacy, professional development Beginning 01/01/24 as National Board Trustee This is a volunteer position, no compensation 2-4 hours per month during the date. Not investment related. Office of Financial Readiness-Department of Defense Contractor Magellan Fund, Subcontractor MSA Moffet Federal Airfield Moffet CA Personal Financial Counselor Providing no cost financial counseling services for all active duty National Guard and reserve service member, families, and survivors. Not investment related. Salary $93,000 annually 30 hours per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-14
• S63 Uniform Securities Agent State Law Examination
  1988-09-07

Designations

Other Names

• Jesse Gerard Dogillo