Joseph
Wainer
Kingswood Wealth Advisors, LLC
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About this Advisor
Joseph Wainer is a financial advisor based in San Diego, California, working with Kingswood Wealth Advisors, LLC. Joseph has previously held positions at Ja Wainer Consulting, Foursquare Foundation, Thrivent Investment Management Inc, Thrivent Financial, Benchmark Investments, LLC, Kingswood Wealth Advisors, LLC, Dannah Investment Group, LLC, and Kingswood Capital Partners, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in California, Georgia, North Carolina, and Texas. Currently, Joseph is part of Kingswood Wealth Advisors, LLC, which operates out of San Diego, California. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joseph Wainer Work History
Kingswood Wealth Advisors, LLC
Dannah Investment Group, LLC
Kingswood Capital Partners, LLC
Thrivent Financial
Benchmark Investments, LLC
Thrivent Investment Management Inc
Thrivent Financial
Ja Wainer Consulting
Foursquare Foundation
Disclosures
Please visit the SEC profile of Joseph Wainer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
American Fork, UT
San Diego, CA
San Diego, CA
San Diego, CA
Manhattan Beach, CA
Henderson, NV
Fullerton, CA
San Diego, CA
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