Jeffrey Wiyninger
Jeffrey Wiyninger is a CFP-designated registered investment advisor at Pathway Advisors, LLC, based in Escondido, CA, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 113 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are negotiable at the firm's sole discretion. Family account values may be combined to reach lower fee breakpoints. Subject to a $2,500 minimum annual fee.
Fee Estimator
Location
10320 Meadow Glen Way, Suite F, Escondido, CA, 92026
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent since 2016. He spends minimal time on this activity, all during securities trading hours.
Employment History
Current Registrations
Pathway Advisors, LLC
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Capital Analysts, INC
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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
More Advisors
- Brenton Devore, ChFCDevore Financial Advisors LLC
- Rene' Flores, CFPEdward Jones
- Cory Schmelzer, CFPOsaic Wealth, INC.
- Timothy Winter, CFPSteward Family Office, INC.
- Rachel Currington, CFPEdward Jones
- John Goodrich, CFP, ChFCGoodrich Financial Group, LLC