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CFP
JK
CFP

Jeffrey Kanegae

Wells Fargo Advisors
27 Years of Experience
Santa Ana, CA
1 DisclosureBroker
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Jeffrey Kanegae is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Santa Ana, CA, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4184 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1551 N Tustin Ave, Ste 100, Santa Ana, CA, 92705

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History

Regulatory History (1)
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Customer Dispute
February 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey has 100% ownership of Kanegae Wealth Management and is a trustee for Kanegae Wealth Management 401k, dedicating minimal time to each. He also has 25% ownership in KELM LLC, spending minimal time on it as well.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Wells Fargo Advisors
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2005 - July 2021 · 15 yrs 11 mos
Wells Fargo Clearing Services, LLC
August 2005 - July 2021 · 15 yrs 11 mos
Citigroup Global Markets INC.
October 2000 - August 2005 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2000 - August 2005 · 5 yrs 2 mos
Prudential Securities IncorporatedBroker
October 1991 - October 1992 · 1 yr
State Registrations13 states
AZCACOFLHIIDMAMONMNVORTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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