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Advisor at JLE WEALTH MANAGEMENT, LLC
San Diego, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JLE WEALTH MANAGEMENT, LLC | State registered | Jun 27, 2025 | n/a | yes | San Diego, CA | Current employment |
| JLE WEALTH MANAGEMENT, LLC | State registered | Jun 26, 2013 | Dec 31, 2019 | no | SAN DIEGO, CA | Previous registration |
| ALLIANZ GLOBAL INVESTORS U.S. LLC | Former SEC adviser | Jul 21, 2010 | Nov 8, 2012 | no | NEW YORK, NY | Previous registration |
| NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC | n/a | May 22, 2001 | Jan 3, 2011 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLIANZ GLOBAL INVESTORS U.S. LLC | JLE WEALTH MANAGEMENT, LLC | Nov 8, 2012 | Jun 26, 2013 | 230 | Firm change | Other |
| NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC | ALLIANZ GLOBAL INVESTORS U.S. LLC | Jan 3, 2011 | Jul 21, 2010 | -166 | Firm change after gap | Other |