ADVISOR BIO

Jacob R Martinez is a registered representative with Morgan Stanley. Jacob has been in the securities industry since 2017 and holds licenses for Series 7TO, SIE and Series 66. Jacob is registered to offer securities in 44 states and investment advisory services in 2 states. Jacob has previously worked at Assurance IQ, Health IQ, eHealth Insurance Services, Ameritech Financial and Kelly Services, among others.

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ADVISOR BIO

Jacob Trent Young is a financial advisor with over 25 years of experience in the industry. Jacob is registered with Osaic Wealth, Inc. and has a strong background in financial planning, portfolio management, and insurance sales. Jacob holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Jacob is also a Certified Financial Planner. Jacob has extensive experience working with a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Jaime Elizabeth Barretta is a financial advisor with LPL Financial LLC, located in Folsom, CA. Jaime is registered with FINRA and the state of California, among other states. Jaime has been in the financial services industry since 2004. Previously, Jaime was affiliated with EDWARD JONES. Jaime holds Series 7, 63 and 65 licenses, as well as the SIE exam. Jaime offers investment advisory and financial planning services to individuals, businesses, corporations, trusts, estates, charitable organizations, and retirement plans. Jaime's experience, certifications, and specializations allow Jaime to provide comprehensive financial advice and guidance to clients.

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ADVISOR BIO

James Holmes Dugan is an investment advisor representative and registered principal with Morgan Stanley. James has been in the industry since 1992 and has held previous roles at UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Salomon Smith Barney Inc., and Lehman Brothers Inc.. James is licensed to practice in multiple states including California, Texas, and others. James is a graduate of the University of California, Los Angeles, and holds a Master of Business Administration from the University of Southern California. James specializes in financial planning, investment management, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

James Jeffrey Lambert has over 30 years of experience in the financial services industry. James has worked with a variety of firms, including Equity Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Sun Life of Canada (U.S.) Distributors, Inc. James is currently registered with Lambert, J Jeffrey. James is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. James has a strong track record of providing high-quality financial advice to his clients.

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ADVISOR BIO

James Spencer McCririe is a registered representative with Wells Fargo Clearing Services, LLC. James has been in the financial industry for over 10 years and has held various positions at Wells Fargo. James is a Series 6, 7 and 63 licensed professional. James is a highly experienced financial advisor who is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Frederic Chetwood iii is a financial advisor who has been in the industry since 2005. James is currently registered with Allworth Financial, LP in Folsom, CA and Durham, NC. James previously worked with PURSHE KAPLAN STERLING INVESTMENTS and WELLS FARGO ADVISORS, LLC. James holds a Series 7, Series 66 and SIE licenses. James also holds a Certified Financial Planner designation. James is registered with the states of Arizona, North Carolina, South Carolina, Tennessee, and Virginia. James is a registered investment advisor. James's specialties include: Portfolio management, financial planning, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.

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ADVISOR BIO

James Theodore Smalling is a financial advisor with Allworth Financial, LP. He has been in the financial industry for over 12 years. His firm, Allworth Financial, LP, has approximately $19 billion in assets under management. James Smalling is a Certified Financial Planner™ and has earned the Series 6, Series 63, and Series 65 licenses. His firm offers a variety of financial planning services to individuals, families, businesses, and non-profits.

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ADVISOR BIO

James Bowman is a financial advisor with Edward Jones. James has been in the financial industry since 2015 and is registered in California, Idaho, Oregon, and Washington. James holds the Series 66, Series 7TO, and SIE licenses. James focuses on providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

James Risalvato is a financial advisor with Allworth Financial, LP. James has been in the financial services industry since August 2018. Prior to joining Allworth Financial, LP, James worked for MORGAN STANLEY. James specializes in financial planning, portfolio management, and investment advisory services for both businesses and individuals. James holds both Series 66 and Series 7 licenses. James is a graduate of the University of Missouri - Kansas City. James has a strong commitment to helping clients reach their financial goals.

SPECIALIZATIONS