Jeffrey R. Wiyninger
Professional summary
Jeffrey Randall Wiyninger, CFP® is a registered financial advisor currently at PATHWAY ADVISORS, LLC located in Escondido, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Randall Wiyninger's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
January 21, 2020 - Present
PATHWAY ADVISORS, LLC
Office #1: 10320 Meadow Glen Way Suite F, Escondido, CA 92026July 12, 2012 - February 3, 2020
INDEPENDENT FINANCIAL GROUP, LLC
July 12, 2012 - February 3, 2020
INDEPENDENT FINANCIAL GROUP, LLC
June 4, 2012 - July 10, 2012
CAPITAL ANALYSTS
June 1, 2012 - June 25, 2012
LINCOLN INVESTMENT
June 1, 2012 - June 25, 2012
LINCOLN INVESTMENT
March 20, 2009 - June 1, 2012
CINCINNATI ANALYSTS, INC.
March 20, 2009 - June 1, 2012
CINCINNATI ANALYSTS, INC.
October 30, 2008 - December 17, 2008
OSAIC FA, INC.
July 30, 2008 - December 17, 2008
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2020)
Exams
Current Firm
PATHWAY ADVISORS, LLC
CRD#: 306117 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 299 |
| AUM (Assets Under Management) | $ 57,952,485 |
Red Flags
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