JS
Jess D. Sansone
KTF INVESTMENTS
SEAL BEACH, CA 90740
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CRD#: 7810715
JS
Professional summary
Jess Donato Sansone is a registered financial advisor currently at KTF INVESTMENTS, LLC located in Seal Beach, California.
Jess is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jess has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
Big West Distribution, Inc. The company is not investment-related. The corporation is privately held and I am a shareholder of the corporation. The business address is 3855 Dividend Dr., Shingle Springs, CA 95682. The company is focused on distributing frozen dessert items and supplies to food service operators. I am a board member of the corporation. My relationship with the company started in April of 2010. I devote approximately 6 hours per month to this business all after trading hours. The activities I perform related to this company are reviewing and advising the CEO on financial and operational issues associated with the company. Sansones' Creamery, LLC. The company is not investment-related. The corporation is privately held and I am a shareholder of the corporation. The business address is 3855 Dividend Dr., Shingle Springs, CA 95682. The company is focused on manufacturing frozen dessert items for food service operators. I am a board member of the corporation. My relationship with the company started in July of 2020. I devote approximately 2 hours per month to this business all after trading hours. The activities I perform related to this company are reviewing and advising the CEO on financial and operational issues associated with the company. Big Spoon Yogurt, Inc. The company is not investment-related. The corporation is privately held and I am a shareholder of the corporation. The business address is 3855 Dividend Dr., Shingle Springs, CA 95682. The company is focused on selling frozen dessert items for food service operators. I am a board member of the corporation. My relationship with the company started in September of 2005. I devote approximately 1 hour per month to this business all after trading hours. The activities I perform related to this company are reviewing and advising the CEO on financial and operational issues associated with the company.
CRS (Client Relationship Summary) - RIA
Click below to view Jess Donato Sansone'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®
NoneExperience
Current
August 29, 2025 - Present
KTF INVESTMENTS, LLC
Office #1: 13001 Seal Beach Boulevard # 250, Seal Beach, CA 90740RIA
CRD#: 337465
SEAL BEACH, CA
Past
February 6, 2024 - September 9, 2025
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SEAL BEACH, CA
Past
January 3, 2024 - September 9, 2025
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SEAL BEACH, 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(8/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/3/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
KI
KTF INVESTMENTS, LLC
KTF INVESTMENTS, LLC
CRD#: 337465 / SEC#: 801-134137
RIA
Registered Investment Advisory firm - (8/8/2025 120-Day Approval)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13001 Seal Beach Boulevard # 250, Seal Beach, CA 90740
Mailing Address
Phone number
(513) 618-4498
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Red Flags
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