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Steven Erik Jaksch

Tcfg Investment Advisors, LLC

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About Steven Erik Jaksch

Steven Jaksch is a financial advisor with TCFG Investment Advisors, LLC, a Registered Investment Advisor. Steven has been in the industry since 2001 and has extensive experience in financial planning and investment management. Steven is registered in Arizona, California, Florida, Minnesota, North Dakota, Texas, and Washington. Steven is also a board member of the Argyos Alumni Association and is President of Tower Two Advisors. Steven is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Steven Jaksch is currently registered with Tcfg Investment Advisors, LLC. Tcfg Investment Advisors, LLC is a registered investment advisor located in Laguna Niguel, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Tcfg Investment Advisors, LLC manages approximately $506,774,284 in assets. The firm has 24 employees, including 11 licensed agents and 22 registered representatives.
Tcfg Investment Advisors, LLC

28202 CABOT RD

LAGUNA NIGUEL, CA 92677

$506.77M

Assets Under Management

Not reported

Total Clients

26

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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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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percentage of assets

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

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Steven Jaksch’s Registration & Firm History

CA

12/03/2020 - Present

Tcfg Investment Advisors, LLC (LAGUNA NIGUEL CA)

CA

06/19/2002 - 08/14/2019

CHARLES SCHWAB & CO., INC. (Brea CA)

NY

09/28/2001 - 05/30/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/08/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 07/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Erik Jaksch. Review regulatory record here.
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