JC
CFP
JC
CFP

Javier Cardenas

26 Years of Experience
Elk Grove, CA
BrokerSells Insurance

Javier Cardenas is a CFP-designated registered investment advisor, based in Elk Grove, CA, with 26 years of industry experience.

Location

Elk Grove, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Javier is an insurance agent selling insurance products through Avantax Insurance, dedicating about a quarter of his time to this. He also owns rental property and spends nearly full-time working with clients to determine financial goals and offer solutions through Avantax.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
April 2023 - September 2025 · 2 yrs 5 mos
Avantax Investment Services, INC.Broker
April 2023 - September 2025 · 2 yrs 5 mos
Hilltop Securities INC.Broker
November 2017 - April 2023 · 5 yrs 5 mos
Hilltop Securities INC.
November 2017 - April 2023 · 5 yrs 5 mos
Oppenheimer & CO. INC.
September 2005 - December 2017 · 12 yrs 3 mos
Oppenheimer & CO. INC.Broker
September 2005 - December 2017 · 12 yrs 3 mos
Morgan Stanley
July 2000 - September 2005 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2000 - September 2005 · 5 yrs 6 mos
State Registrations7 states
AZCAFLMAMDNVOR
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.