Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phaby? Claim Your ProfilePhaby Utomo is an investment advisor representative registered with J.P. Morgan Securities LLC. Phaby is located in Palo Alto, California and has been in the industry since February 2007. Phaby Utomo holds the Series 65 and Series 63 licenses, as well as the Certified Financial Planner and Chartered Financial Analyst designations. Phaby specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Previous experience includes roles at UBS Wealth Management and Bordeaux Wealth Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
12/20/2024 - Present
J.p. Morgan Securities LLC (Palo Alto CA)
IA
Issued 04/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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