David Jernigan*
Investment Advisor Representative
QUALIFICATIONS:
Dave Jernigan has been in the financial services industry for 25+ years. Dave has served both as role of advisor and advocate for his clients with solutions tailored to their needs. He notably enjoys helping professionals reach their personal and financial goals through a combination of experience and personal skills that make the financial planning process straightforward and enjoyable. Dave focuses on working with owners of small, closely held businesses. Dave also works with many Commercial Real Estate Professionals in the greater Los Angeles and Orange County areas. Dave also focuses on the areas of Retirement planning, portfolio design and management as well as Life Insurance and Long-Term Care needs, analysis, plan design and implementation.
- FINRA Series 6, 63, 65 and Life Insurance, including Annuities, Long Term Care and
Disability - CA Insurance License #0B67624
EXPERIENCE:
Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Advisor | 2014-present
EDUCATION:
Bachelor of Arts in Communications
University of Southern California, Annenberg School for Communication and Journalism, Los Angeles, CA | 1989
PERSONAL:
Dave lives in Huntington Beach with his wife, Jackie and has two adult children, Ally and Jack. In his spare time, Dave enjoys playing tennis, playing golf and spending time with his family.