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John David Werft

Plan Financial

Fresno, CA

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Current Employers
Plan Financial

9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • 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
John Werft Real Estate Fresno CA 07/1987 Present
John D Werft Cpa Fresno CA 08/1981 Present
  • 07/1987 → Present
    John Werft Real Estate
    Fresno, CA
  • 08/1981 → Present
    John D Werft Cpa
    Fresno, CA
Previous Registrations
Other Businesses

JOHN WERFT REAL ESTATE BROKER, NOT INVESTMENT RELATED, 4435 N. GOLDEN SUNSET WAY, CLOVIS, CA 93619, BROKER, OWNER, 07/1987-PRESENT, 9 HRS/MO (0 DURING TRADING HRS), REAL ESTATE BROKER; JOHN D WERFT CPA, NOT INVESTMENT RELATED, 4435 N. GOLDEN SUNSET WAY, CLOVIS, CA 93619, ACCOUNTANT, OWNER, 08/1981-PRESENT, 43 HRS/MO (0 DURING TRADING HRS), TAX PREPARER

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-07
  • S63 Uniform Securities Agent State Law Examination
    1993-09-07
Designations

View on SEC IAPD

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