Cerritos, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$257,179,879
ClientsTotal clients
772
AdvisorsAdvisors at this office
3
Of 94 advisors across 40 offices
HNW client ratio
—
Location
17777 Center Court Drive, Suite 625
Cerritos CA 90703
Advisors at this office
3
Advisors at this office
Reginald V
Series 65, Series 63
Cerritos, CA
W&S BROKERAGE Services, Inc.
Reginald Venson is a financial advisor at W&S Brokerage Services, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Transamerica Financial Advisors and Western & Southern Life. Outside of finance, he is a Tai Chi instructor and fitness trainer. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program featuring 25 portfolios across various risk profiles and investment objectives, and provides brokerage and insurance services to individuals, trusts, and retirement plans.
Jane K
Series 66
Cerritos, CA
W&S BROKERAGE Services, Inc.
Jane Kwoun is a financial advisor with W&S Brokerage Services, Inc. in Cerritos, CA, holding a Series 66 designation and 20 years of industry experience. Her prior work includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, and the California Health Benefit Exchange Covered. She is also a full-time sales agent with Western & Southern Life. W&S Brokerage Services, Inc. is both an SEC-registered investment adviser and a FINRA-member broker-dealer that manages a model-based, discretionary wrap-fee asset allocation program serving individual clients as well as retirement and benefit plan accounts. The firm combines investment management with broker-dealer and insurance services, utilizing proprietary affiliated funds and a large branch network.
Daniel J
Series 66
Cerritos, CA
W&S BROKERAGE Services, Inc.
Daniel Jeong is a financial advisor at W&S Brokerage Services, Inc. with a Series 66 designation. He has held advisory and financial roles since 2017, including experience at Kim's Financial Solutions and JC&Company. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset allocation program serving individuals, trusts, and retirement plans, utilizing multiple risk profiles and investment objectives including Socially Conscious and Tax Aware strategies.
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