Jeffrey Barrera is a registered investment advisor, based in Cypress, CA, with 28 years of industry experience.
Location
4510 Cerritos Ave. Suite 202, Cypress, CA, 90630
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Regulatory History (1)
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Customer Dispute
November 2000Settled
Other Business Activities
Jeffrey is a notary, dedicating minimal time to this activity. He also owns rental real estate and is the owner, founder, and president of Retirement By Design, Inc., dedicating about half of his time to the latter. Finally, he works as a tax preparer for Tax & Wealth Management, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Balanced Security Planning, INC.
November 2025 - Present · 5 mos
Miramontes Capital, LLC
November 2025 - Present · 5 mos
Balanced Security Planning, INC.Broker
November 2025 - Present · 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2009 - December 2025 · 16 yrs 3 mos
Raymond James Financial Services, INC.Broker
September 2009 - December 2025 · 16 yrs 3 mos
Chase Investment Services CORP.Broker
May 2009 - September 2009 · 4 mos
Chase Investment Services CORP.
May 2009 - September 2009 · 4 mos
Wamu Investments, INC.
January 2007 - May 2009 · 2 yrs 4 mos
Wamu Investments, INC.Broker
May 1998 - May 2009 · 11 yrs
Great Western Financial Securities CorporationBroker
December 1997 - May 1998 · 5 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.