Steven Jaksch is a registered investment advisor, based in Laguna Niguel, CA, with 24 years of industry experience.
Location
28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677
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Regulatory History (1)
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Customer Dispute
December 2011Denied
Other Business Activities
Steven is associated with TCFG Wealth Management, LLC, dedicating nearly all of his time. He is also a board member for Argyos Alumni Association, the President of Tower Two Advisors, and an adjunct professor at Chapman University, dedicating a few hours per week, about a quarter of his time, and about 10-20% of his time, respectively.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
December 2020 - Present · 5 yrs 5 mos
Tcfg Wealth Management, LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Miracle Mile Advisors, LLC
August 2019 - October 2020 · 1 yr 2 mos
Charles Schwab & CO., INC.
June 2002 - August 2019 · 17 yrs 2 mos
Charles Schwab & CO., INC.Broker
June 2002 - August 2019 · 17 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2001 - May 2002 · 8 mos
State Registrations7 states
AZCAFLMNNDTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.