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CJ

Cynthia Jabr

BRAND NEW DAY WEALTH PLANNING
Los Angeles, CA 90048
Some features on this profile are disabled
CRD#: 6052735
CJ

Professional summary

Cynthia Jabr, CFP®, who also goes by Cyndi Herrera, Cynthia Herrera, Cyndi Jabr, is a registered financial advisor currently at BRAND NEW DAY WEALTH PLANNING, LLC located in Los Angeles, California.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Cynthia has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cyndi Herrera | Cynthia Herrera | Cyndi Jabr

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 Cynthia Jabr'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

July 28, 2023 - Present

BRAND NEW DAY WEALTH PLANNING, LLC

Office #1: 8255 Beverly Blvd, Los Angeles, CA 90048
RIA
CRD#: 327674
Los Angeles, CA
Past

September 11, 2015 - November 11, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
Los Angeles, CA
Past

September 11, 2015 - November 11, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Los Angeles, CA
Past

July 2, 2014 - September 25, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
LOS ANGELES, CA
Past

July 2, 2014 - September 25, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

November 1, 2013 - June 16, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LOS ANGELES, CA
Past

September 20, 2013 - June 16, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA
Past

October 1, 2012 - September 30, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

May 14, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
LOS ANGELES, 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
(7/28/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/21/2012
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: 4/18/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/11/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BN
BRAND NEW DAY WEALTH PLANNING, LLC
BRAND NEW DAY WEALTH PLANNING, LLC

CRD#: 327674 / SEC#:

California
Registered Investment Advisory firm - (7/28/2023 Approved)
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Contact information

Main Address
8255 Beverly Blvd, Los Angeles, CA 90048
Mailing Address
Phone number
(424) 438-0381
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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

Company Information

BRAND NEW DAY WEALTH PLANNING, LLC

CRD#: 327674Los Angeles, CA 90048

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