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JS

Jason L. Susdorf

GOUDA WEALTH PLANNING
SAN DIEGO, CA
Some features on this profile are disabled
CRD#: 5740388
JS

Professional summary

Jason Lee Susdorf, CFP® is a registered financial advisor currently at GOUDA WEALTH PLANNING located in San Diego, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee Susdorf'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

Experience

Current

December 18, 2024 - Present

GOUDA WEALTH PLANNING

RIA
CRD#: 332903
SAN DIEGO, CA
Past

November 18, 2022 - January 9, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
San Diego, CA
Past

April 4, 2016 - June 29, 2018

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

December 4, 2012 - December 20, 2023

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

November 12, 2010 - November 20, 2012

SCOTTRADE, INC.

BD
CRD#: 8206
CHULA VISTA, 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
(12/18/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 2/2/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 7/18/2016
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/22/2015
General Securities Principal Examination

Current Firm

GW
GOUDA WEALTH PLANNING
GOUDA WEALTH PLANNING | GOUDA WEALTH PLANNING, INC

CRD#: 332903 / SEC#:

California
Registered Investment Advisory firm - (12/18/2024 Approved)
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Contact information

Main Address
San Diego, CA
Mailing Address
402 W Broadway Suite 400, San Diego, CA 92101
Phone number
(619) 268-1215
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

GOUDA WEALTH PLANNING

CRD#: 332903San Diego, CA

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