ADVISOR BIO

Bertha C Garcia is a registered representative with J.p. Morgan Securities LLC. Bertha Garcia has been in the financial industry for over ten years. Her current registrations include California, Nevada, and Series 6 and Series 63.

SPECIALIZATIONS

ADVISOR BIO

Brian Jun is a financial advisor with Equity Services, Inc. Brian has been working in the financial industry since 2016. Brian is registered with FINRA and the state of California. Brian specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals. Brian has a strong track record of helping individuals achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Christine Kim is a registered Investment Advisor Representative with Allmerits Asset, LLC. Christine has been in the financial services industry since 2015. Christine Kim specializes in financial planning, pension consulting, and selection of other advisors. Christine Kim has a Series 65 license and is registered with the state of California.

SPECIALIZATIONS

ADVISOR BIO

Christopher Hayden Engel is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in securities and investment products. Christopher Engel has been working in the industry since May 30, 2019, and is licensed in California. Christopher Engel has passed the Series 6TO, SIE, and Series 63 exams. Christopher Engel's firm offers a variety of investment services, including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Claudia Song is an investment advisor representative associated with Allmerits Asset, LLC, based in Buena Park, California. Claudia is registered in California and has passed the Series 65 exam. Claudia has been in the financial services industry for over 10 years and has experience working with clients in the areas of pension consulting, financial planning, and portfolio management for individuals. Claudia has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Cynthia Valencia Sayabounthavong is a financial advisor at J.P. Morgan Securities LLC. Cynthia has been in the financial services industry since 2011. She is registered with the state of Texas and California. Cynthia has earned the Series 7, Series 6, Series 63 and Series 66 licenses. She also holds the SIE certification. Cynthia has worked at J.P. Morgan Securities LLC since 2012.

SPECIALIZATIONS

ADVISOR BIO

Daewoo Lee is a licensed investment advisor representative in California, associated with Allmerits Asset, LLC. Daewoo Lee has been working in the financial industry since 2008 and is registered with the state of California. Daewoo Lee has passed the Uniform Investment Adviser Law Examination and has been registered with the state of California since August 2020. Daewoo Lee holds a Series 65 license and specializes in retirement planning, financial consulting, and pension consulting. Daewoo Lee is a member of Allmerits Asset, LLC, a firm that manages over $11 million in assets for individual and institutional clients.

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ADVISOR BIO

De'angelo Gray is a registered representative with J.P. Morgan Securities LLC. De'angelo is licensed in California and holds the Series 63, SIE, and Series 6TO licenses. De'angelo is affiliated with J.P. Morgan Securities LLC's office in Buena Park, California.

SPECIALIZATIONS

ADVISOR BIO

Dylan Lara is a registered representative with J.p. Morgan Securities LLC, holding Series 63, Series 6TO, and SIE licenses. Dylan is licensed in California, and has been in the industry since December 2022. Dylan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Edgar Alan Laudato is a financial advisor with J.P. Morgan Securities LLC, registered in California and Arizona. Edgar Alan Laudato has been in the industry since January 2014 and has experience in Securities Industry Essentials Examination and Investment Company Products/Variable Contracts Representative Examination. Edgar Alan Laudato has a Series 63 license and is registered with FINRA and the state of California. Edgar Alan Laudato is associated with the Buena Park branch office of J.P. Morgan Securities LLC. Edgar Alan Laudato specializes in providing financial advice to individuals, businesses, corporations, and other institutions.

SPECIALIZATIONS