Jeffrey Donor Barrera

Overview

Jeffrey Donor Barrera is an insurance agent, a registered representative and an investment adviser representative based in Cypress, CA, with 28 years in the industry.

Years in the industry

28

States licensed

1

States registered

2

Carrier appointments

23

Contact

3 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 2 states

• Producer
• Series 10
• Series 6
• Series 63
• Series 66
• Series 7
• Series 9
• SIE

3 lines of authority, with every state and its dates

Firms

• Balanced Security Planning, Inc.Current firm
• Miramontes Capital, LLCCurrent firm

Employment history since 1997

Carriers

23 active carrier appointments

Book and practice

Firm assets under management on file