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JD

Jourdain B. Dewerd

WILSHIRE PACIFIC CAPITAL ADVISORS
Beverly Hills, CA 90211
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CRD#: 1806644
JD

Professional summary


Jourdain Blaise Dewerd, who also goes by Jourdain B Dewerd, Jourdi Dewerd, is a registered financial professional currently at WILSHIRE PACIFIC CAPITAL ADVISORS, LLC located in Beverly Hills, California.

Jourdain is registered as a RR (Registered Representative) and started their career in finance in 1990. Jourdain has worked at 4 firms and has passed the Series 63, SIE, Series 79 and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jourdain B Dewerd | Jourdi Dewerd

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jourdain Blaise Dewerd's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 23, 2018 - Present

WILSHIRE PACIFIC CAPITAL ADVISORS, LLC

Office #1: 8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211
BD
CRD#: 171245
Beverly Hills, CA
Past

December 4, 2015 - January 3, 2018

WILSHIRE PACIFIC CAPITAL ADVISORS, LLC

BD
CRD#: 171245
BEVERLY HILLS, CA
Past

November 6, 2013 - March 6, 2015

LONDON & PACIFIC CAPITAL ADVISORS, LLC

BD
CRD#: 142901
LOS ANGELES, CA
Past

August 10, 1992 - March 7, 2006

GREIF & CO.

BD
CRD#: 30345
LOS ANGELES, CA
Past

October 4, 1990 - July 8, 1992

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/5/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 10/1/1990
Corporate Securities Limited Representative Examination
SRO Registrations
RR
FINRA

Current Firm


WP
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC

CRD#: 171245 / SEC#: , 8-69451

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211
Mailing Address
8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211
Phone number
(310) 526-3323
Established
California since 12/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
WEISSMAN, ERIC JOSEPHPRESIDENT, CCO AND AMLCO4720438
MORGAN, WILLIAM ARTHURFINOP852925

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WILSHIRE PACIFIC CAPITAL ADVISORS, LLC

CRD#: 171245Beverly Hills, CA 90211

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