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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Jacob Menning is a financial advisor at RWA Wealth Partners, LLC. Jeff is a Certified Financial Planner and has been in the industry since 1997. Jeff specializes in financial planning, portfolio management, and estate planning. Jeff has a wide range of experience, having previously worked at TD Ameritrade, Inc., AmTrust Financial Services, Polaris Greystone Financial Group, LLC, and Adviser Investments, LLC. Jeff has a strong commitment to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Model provider fee
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2
CA
06/14/2023 - Present
RWA Wealth Partners (Costa Mesa CA)
CA
01/11/2011 - 04/11/2016
TD AMERITRADE, INC. (SANTA MONICA CA)
CA
06/30/2010 - 12/22/2010
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
10/13/1999 - 11/12/2008
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
MO
08/21/1997 - 08/30/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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