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Jeffrey Randall Wiyninger

Pathway Advisors, LLC

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About Jeffrey Randall Wiyninger

Jeffrey Randall Wiyninger is a financial advisor with Pathway Advisors, LLC. Jeffrey has been in the financial services industry since 2008 and has been with Pathway Advisors, LLC since 2019. Jeffrey is also an independent insurance agent and holds the Certified Financial Planner (CFP) designation. Jeffrey specializes in financial planning, pension consulting, and portfolio management for individuals. Jeffrey has experience working with high-net-worth individuals and pension and profit-sharing plans.

Firm Information

Jeffrey Wiyninger is currently registered with Pathway Advisors, LLC. Pathway Advisors, LLC is an investment advisor that provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They have over 287 clients with total assets under management of $51,576,721.

$51.58M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Wiyninger’s Registration & Firm History

CA

01/21/2020 - Present

Pathway Advisors, LLC (FALLBROOK CA)

CA

07/12/2012 - 02/03/2020

INDEPENDENT FINANCIAL GROUP, LLC (ESCONDIDO CA)

CA

06/01/2012 - 06/25/2012

LINCOLN INVESTMENT (SAN DIEGO CA)

CA

03/20/2009 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (SAN DIEGO CA)

CA

07/30/2008 - 12/17/2008

LINCOLN FINANCIAL ADVISORS CORPORATION (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Randall Wiyninger.
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