Joseph Wainer is a registered investment advisor, based in San Diego, CA, with 3 years of industry experience.
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
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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
Joseph owns a short-term rental property (J & L Wainer Properties and City Escape) and is the Chief Revenue Officer at Dannah Investment Group, LLC, focusing on financial consulting and insurance, taking about half of his time. He also consults for multiple Fintech Lending Marketplaces (VIP Auto Finance, LLC, Streamline Finance, LLC, and Dannah Finance, LLC) and is an adjunct professor at The King's University, dedicating a few hours per week to each.
Employment History
Current Registrations
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Previous Registrations
Benchmark Investments, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations10 states
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