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Jobel Rentino

8 Years of Experience
Los Alamitos, CA
BrokerSells Insurance

Jobel Rentino is a registered investment advisor, based in Los Alamitos, CA, with 8 years of industry experience.

Location

4474 Cerritos Ave, Los Alamitos, CA, 90720

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jobel prepares tax returns and provides accounting services at Williams Tax and Financial Services, dedicating full-time hours. Jobel also sells insurance products, including annuities, through Avantax Insurance Agency and/or Avantax Insurance Services, spending about 10-20% of their time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
June 2018 - September 2025 · 7 yrs 3 mos
Avantax Investment Services, INC.Broker
December 2017 - September 2025 · 7 yrs 9 mos
State Registrations9 states
AZCACOGAHIOHORTXWA
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.
Jobel Rentino - Financial Advisor | TrueAdvisor