ADVISOR BIO

James A Trevino is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. James A Trevino has been in the industry since 2019 and has been working with clients since 2020. James A Trevino is licensed to offer securities and investment advisory services in California, Arizona, Florida, Michigan, Nevada, Oregon, Texas, and Washington. James A Trevino is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fresno, California. James A Trevino previously worked at LPL Financial LLC and SCF Securities, Inc..

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Jamie Christine Ororke is a registered representative with Principal Securities, Inc. in Fresno, CA. Jamie has been in the securities industry since 2010 and holds the Series 63, Series 66 and Series 7 licenses. Jamie has previous experience with LPL Financial LLC and is also a licensed insurance agent. Jamie provides financial planning and portfolio management services for individuals and businesses.

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Jane Avedikian- tamberi is a financial advisor with over 40 years of experience in the industry. Jane is currently registered with LPL Financial LLC in Fresno, California and has been with the firm since 2011. Jane is also registered in Texas, Arizona, Colorado, Nevada, Oklahoma, South Carolina, and Washington. Jane has a Series 7, Series 5 and Series 63 licenses and holds the SIE. In addition to working as an investment advisor, Jane also offers real estate rental services.

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Jared Vance West is a financial advisor with over 24 years of experience in the industry. Jared is currently registered with LPL Financial LLC in Fresno, CA. Prior to joining LPL Financial LLC, Jared worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Salomon Smith Barney Inc., and American Express Financial Advisors Inc. Jared is a licensed securities professional and holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Jared provides financial planning, investment advisory, and consulting services to a range of clients including individuals, businesses, and charitable organizations.

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Jared Earl Miller is a financial advisor with Ameriprise Financial Services, LLC. Jared is registered with FINRA, a self-regulatory organization, and the state of California. Jared earned his Series 66 license, a Uniform Combined State Law Examination. Jared has experience in the financial services industry since 2024 and holds a Series 7TO and a SIE designation. Jared works with individuals, trusts, corporations, and other businesses. Jared has experience in financial planning, asset allocation, and investment management. Jared is committed to providing his clients with the highest level of service and expertise.

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Jarrett James Perez is a financial advisor at D.a. Davidson & Co. with over 20 years of experience in the financial industry. Jarrett specializes in providing financial planning and portfolio management for individuals, businesses, and retirement plans. Jarrett has a wide range of experience and certifications, including the Series 7, Series 10, Series 65, and Series 66 exams, as well as the SIE exam. Jarrett is also a Chartered Financial Analyst (CFA). Jarrett is committed to providing personalized financial advice to help clients achieve their financial goals.

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Jarrod Christopher Martinez is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jarrod has been in the financial services industry since 1994 and is currently registered with FINRA and the state of California, Texas. Jarrod is licensed to provide investment advice to individuals, businesses, and institutions. In addition to his role at Raymond James, Jarrod also owns and operates several other businesses, including Red Dog Investment Group, SWG Holding, and SWG Holdings LLC.

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Jason Ronald Horg is a financial professional with over 20 years of experience in the financial services industry. Jason is currently registered with Mariner Independent and Perennial Financial Services as an investment advisor representative. Jason is also a licensed insurance agent. Jason has a deep understanding of the financial markets and a commitment to providing personalized financial advice to his clients.

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Jason Stovall is a registered representative with J.p. Morgan Securities LLC and is licensed to conduct business in California. Jason has been in the financial services industry since January 2022 and has passed the Series 63, Series 6TO, and SIE exams. Jason specializes in providing investment advice to individuals and corporations.

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Jason Richard Ahronian is a financial advisor who has been working in the industry since 1998. Jason is currently registered with Morgan Stanley and has been with the firm since 2009. Jason has a wide range of experience and holds several licenses, including Series 7, Series 63, and Series 65. Jason specializes in working with individuals, families, and businesses to help them achieve their financial goals. Jason is also experienced in providing asset allocation advice, financial planning, and portfolio management.

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