Jeffrey Kanegae
Jeffrey Kanegae is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Tustin, CA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Tustin, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other 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
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations13 states
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