Advisors at this firm
Gene T
Series 63, Series 65
Cameron Park, CA
5 Talents Advisors, Inc
Gene Tabb is a financial advisor with 27 years of industry experience, currently with 5 Talents Advisors, Inc. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors, SCF Securities, Golden State Propane, and Sierra Wealth Management. Outside of his advisory role, he serves as a board member of the Placerville Lions Club and is the owner and president of Sierra Wealth Management. 5 Talents Advisors provides comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting to individuals, corporations, charities, and qualified plans. The firm uses customized model portfolios combining fundamental and technical analysis, employing both long- and short-term trading strategies, and offers ongoing portfolio management and quarterly performance reporting.
Jayson J
Series 63, Series 65
Cameron Park, CA
5 Talents Advisors, Inc.
Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.