ADVISOR BIO

Jennifer Perez is a financial advisor who has been working in the industry since 2018. Jennifer is currently registered with Morgan Stanley. Jennifer has been working in the financial industry for several years. Previously, Jennifer worked at PRUCO SECURITIES, LLC. Jennifer holds a Series 7, Series 66, and SIE license. Jennifer is registered with the Securities and Exchange Commission (SEC) and with several state securities regulators. Jennifer can provide financial advice to a variety of clients, including individuals, high net worth individuals, corporations, pension plans, and charitable organizations.

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ADVISOR BIO

Jenny M. Kim is an Investment Advisor Representative with morgan stanley, with over 10 years of experience in the industry. Jenny has a Series 66 license and holds a Series 3, Series 7 and SIE license. Jenny is registered with the state of California and is actively registered in 53 other states. Jenny is also registered with FINRA. Jenny specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers. Jenny has a significant amount of experience in providing portfolio management for businesses and individuals.

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ADVISOR BIO

Jenny Han is a registered representative with Wells Fargo Clearing Services, LLC. Jenny has been in the securities industry since December 4, 2000. Jenny holds Series 63, 66, and 7 licenses. Jenny also holds a Series SIE license. Jenny works out of the Beverly Hills, CA office.

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ADVISOR BIO

Jerad Chao is a financial advisor currently registered with Wells Fargo Clearing Services, LLC in Beverly Hills, California. Jerad has over 11 years of experience in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Jerad holds the Series 7 and Series 66 licenses as well as the SIE exam. Jerad provides investment advisory services to individuals and businesses.

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ADVISOR BIO

Jesse Bravo is a financial advisor who has been in the industry since July 2016. Jesse is registered with FINRA and the state of California, and holds the Series 6, Series 63, and SIE licenses. Jesse is currently employed with J.P. Morgan Securities LLC, which is a firm with over $50 billion in assets under management. Jesse's clients include high-net-worth individuals, corporations, and charitable organizations. Jesse provides financial planning, portfolio management, and pension consulting services to clients.

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ADVISOR BIO

Jesse Glaser is a registered representative with Wells Fargo Clearing Services, LLC. Jesse has been in the securities industry for 2 years. Jesse holds the Series 7TO, Series 66 and SIE licenses. Jesse has previously worked for J.P. MORGAN SECURITIES LLC and has a branch office in Beverly Hills, California.

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ADVISOR BIO

Jessica Gonzalez crisci is a financial advisor at Citigroup Global Markets Inc. Jessica is a registered representative with the state of California. Jessica has been in the industry since February 24, 2015 and has experience in a range of products including, but not limited to, investment company products/variable contracts and general securities. Jessica has held prior roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A.. Jessica is located at the Beverly Hills, CA branch of Citigroup Global Markets Inc. The firm provides investment advisory services including portfolio management, financial planning, selection of other advisers, and publication of periodicals.

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ADVISOR BIO

Jessica Kimbley Shoemaker is a financial advisor who has been in the industry since 2018. She is registered as a broker-dealer in multiple states, and is affiliated with Morgan Stanley. Jessica works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Her specialties include financial planning, asset allocation advice, and portfolio management.

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ADVISOR BIO

Jill Rebecca Young is a registered investment advisor representative with Hightower Advisors, LLC. Jill has been in the financial services industry since 2002. Jill has a Series 7, Series 24, and Series 65 licenses. Jill has experience in various areas of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Jill has worked for several financial institutions, including Triad Advisors, Inc., Capital Analysts, Incorporated, and Gupta Wealth Management. Jill specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Jimmy Ernesto Torres is a financial advisor with over 17 years of experience in the financial services industry. Jimmy is currently registered with Raymond James & Associates, Inc. in Beverly Hills, California. Previously, Jimmy worked at City National Securities, Inc., Chase Investment Services Corp. and Wells Fargo Investments, LLC. Jimmy holds the Series 66, Series 24, SIE and Series 7 licenses.

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