Jeffrey David Stanga

10 Years of Experience

5 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Financial Management Network INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,334 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

26041 Acero, Mission Viejo, CA, 92691

Get directions

History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2025

Closed-No Action

Employment Separation After Allegations

April 2021

Regulatory

March 2021

Final

Customer Dispute

January 2018

Settled

Customer Dispute

January 2018

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent licensed in life, accident, and health insurance, dedicating a few hours per week to insurance sales. He is also the President of the Men's Golf Association at Aliso Viejo Country Club and a minority owner of FMN Centerpointe West LLC.

Employment History

Current Registrations

Financial Management Network INC

May 2022 - Present · 3 yrs 9 mos

Fmn Capital CorporationBroker

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Financial Management Network INC

January 2015 - April 2021 · 6 yrs 3 mos

Fmn Capital CorporationBroker

October 2014 - April 2021 · 6 yrs 6 mos

State Registrations14 states

ARAZCACOHIIDINNCNYORSCTXUTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.