Jennifer Despain is a CFP-designated registered investment advisor, based in Woodland Hills, CA, with 15 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5950 Canoga Ave, Suite 601, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer owns Canyon Oak Financial, where she prepares tax returns, develops tax planning strategies, and manages bookkeeping/payroll, dedicating about 30 hours per week in total. She also uses the same business name as a DBA for her investment business, where she sells investments, dedicating about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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
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