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Jaden James Gallardo

Captrust

Costa Mesa, CA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-23
  • CA RA
    APPROVED
    Since 2026-06-23

Branch Locations

1124 Bristol Street, Costa Mesa, CA 92626 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Long Beach CA 03/2024 05/2026
Jersey Mike's Subs Laguna Niguel CA 08/2021 03/2024
Juice It Up! Aliso Viejo CA 11/2018 07/2021
N/A Aliso Viejo CA 03/2014 11/2018
Cold Stone Aliso Viejo CA 09/2019 03/2020
Bank Of America N.A. Long Beach CA 05/2024 05/2026
Captrust Raleigh NC 05/2026 Present
Capfinancial Securities Llc Raleigh NC 05/2026 Present
  • 03/2024 → 05/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Long Beach, CA
  • 08/2021 → 03/2024
    Jersey Mike's Subs
    Laguna Niguel, CA
  • 11/2018 → 07/2021
    Juice It Up!
    Aliso Viejo, CA
  • 03/2014 → 11/2018
    N/A
    Aliso Viejo, CA
  • 09/2019 → 03/2020
    Cold Stone
    Aliso Viejo, CA
  • 05/2024 → 05/2026
    Bank Of America N.A.
    Long Beach, CA
  • 05/2026 → Present
    Captrust
    Raleigh, NC
  • 05/2026 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-23
  • S66 Uniform Combined State Law Examination
    2024-05-23
Other Names
  • Jaden J Gallardo

View on SEC IAPD

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OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
SOVRAN ADVISORS, LLC

Other Investors

IGNACIO ALEXANDRO JIMENEZ
GERALD LAWRENCE LARR
NICOLE ROXANNE JOKO
ROBERT CHARLES SHIER
BRENDAN M MCGILLICK
PETER CHARLES HOLLIDAY
LANCE JOSEPH BLOUNT
RANA MAIDA

Other Offices

CERITY PARTNERS LLC · COSTA MESA, CA
EDELMAN FINANCIAL ENGINES · COSTA MESA, CA
FIFTH THIRD SECURITIES, INC. · COSTA MESA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Costa Mesa, CA
CHECK CAPITAL MANAGEMENT INC · COSTA MESA, CA
CHECK CAPITAL MANAGEMENT INC · COSTA MESA, CA
OSAIC WEALTH, INC. · COSTA MESA, CA
CETERA INVESTMENT ADVISERS LLC · COSTA MESA, CA

More in Costa Mesa, CA

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