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Jonathan Paul Tenney

THECE WEALTH MANAGEMENT, LLC·NEWPORT BEACH, California
SIE, Series 3, Series 7, Series 63, Series 6518 years registeredTHECE WEALTH MANAGEMENT, LLC
620 NEWPORT CENTER, NEWPORT BEACH, CA 92660CRD# 2843341Firm CRD# 333246

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Paul Tenney · NEWPORT BEACH, CA
Registration
CRD #2843341 · THECE WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: THECE WEALTH MANAGEMENT, LLC
THECE WEALTH MANAGEMENT
Nov 2024 – Dec 2024
NEWPORT BEACH, CA
CORIENT
Nov 2022 – Nov 2024
NEWPORT BEACH, CA
CORIENT CAPITAL PARTNERS, LLC
Sep 2015 – Mar 2023
NEWPORT BEACH, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jun 2008 – Sep 2015
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · June 3, 2008
Years registered · 18
03

Disclosure History

2008Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
THECE WEALTH MANAGEMENT, LLC
CRD 333246 · SEC 801-131327
AUM
—
Regulatory assets under management
Employees
8
Total firm employees
Services offered by THECE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THECE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jonathan Paul Tenney offer?
Jonathan Paul Tenney specializes in Financial Planning, Investment Management, Wealth Management.
What are Jonathan Paul Tenney's credentials?
Jonathan Paul Tenney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Paul Tenney located?
Jonathan Paul Tenney is based in NEWPORT BEACH, California, last registered with THECE WEALTH MANAGEMENT, LLC.
How does Jonathan Paul Tenney charge for services?
Jonathan Paul Tenney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THECE WEALTH MANAGEMENT, LLC?
THECE WEALTH MANAGEMENT, LLC has approximately 8 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THECE WEALTH MANAGEMENT, LLC

Jacob A Halladay
NEWPORT BEACH, CA
Michael Sedgwick Affleck
NEWPORT BEACH, CA

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