Jonathan L. Deeringer

DEERINGER WEALTH MANAGEMENT

Sacramento, CA 95864

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CRD#: 2779470

Professional summary

Jonathan Lee Deeringer, CFP® is a registered financial advisor currently at DEERINGER WEALTH MANAGEMENT, LLC located in Sacramento, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jonathan has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. AMERICAN RIVER PARKWAY FOUNDATION POSITION: Treasurer, Board Member. NATURE: Non-profit foundation whose mission is preservation and improvement of the American River Parkway. INVESTMENT RELATED: No NUMBER OF HOURS: 8 per month. SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 5700 Arden Way, Carmichael CA 95608 DESCRIPTION: I joined the Board in March 2022 as Treasurer. Board meets for about 2 hours/mo, and committee meetings another 2 hours/mo. About 4-5 hours/mo work outside meetings coordinating volunteers, trash clean ups, and fundraising activities. 2. CRUMP LIFE INSURANCE, INC. POSITION: Independent Producer (Agent) NATURE: Crump serves as general agent for insurance products for a variety of insurers, and I contract as an independent agent. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 2 per month. SECURITIES TRADING HOURS: 0. START DATE: 2/08/2021. DESCRIPTION: Licensed insurance agent in CA, analyze, recommend, and place insurance products for clients where appropriate. Earn commissions as an independent agent for products placed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lee Deeringer'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 7, 2019 - Present

DEERINGER WEALTH MANAGEMENT, LLC

Office #1: 3600 American River Drive, #290, Sacramento, CA 95864

RIA

CRD#: 301187

Sacramento, CA

Past

January 13, 2015 - March 29, 2019

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

RIA

CRD#: 105698

SACRAMENTO, CA

Past

January 7, 2015 - January 14, 2015

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SACRAMENTO, CA

Past

November 28, 2014 - January 22, 2019

OSAIC WEALTH, INC.

CRD#: 23131

SACRAMENTO, CA

Past

October 30, 1996 - April 11, 2002

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/7/2019)

IAR

Nevada
(2/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/18/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/25/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/29/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DEERINGER WEALTH MANAGEMENT, LLC

CRD#: 301187 / SEC#:

California

Registered Investment Advisory firm - (11/7/2019 Approved)

Nevada

Registered Investment Advisory firm - (2/3/2020 Approved)

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Contact information

Main Address

3600 American River Drive #290, Sacramento, CA 95864

Mailing Address

Phone number

(916) 343-8500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 34,189,275

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Jonathan L. Deeringer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lee Deeringer's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEERINGER WEALTH MANAGEMENT, LLC

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2014

SIE

Date: 10/1/2018

Series 7

Date: 11/25/2014

Series 6

Date: 10/29/1996

Current Firm

DEERINGER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DEERINGER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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