ADVISOR BIO

Anna Lozada is a financial professional with over 10 years of experience in the industry. Anna is currently registered with J.P. Morgan Securities LLC in the state of California and has been with the firm since 2015. Prior to joining J.P. Morgan Securities LLC, Anna worked at Chase Investment Services Corp. and WAMU Investments, Inc. Anna holds a Series 63 license and has passed the Series 6 and SIE exams. Anna's areas of expertise include providing investment advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Arthur C Kang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2014. Arthur is based in NEWHALL, CA. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Arthur worked at CUNA Brokerage Services, Inc. Arthur holds the Series 66, Series 7, and SIE licenses. Arthur's specializations include investment planning, retirement planning, college savings planning, estate planning, and insurance planning.

SPECIALIZATIONS

ADVISOR BIO

Derek Christopher Mohr is a financial professional with over 5 years of experience in the industry. Derek is currently registered with J.P. Morgan Securities LLC and holds the Series 6, SIE and Series 63 licenses. Derek's areas of expertise include investment company products, variable contracts, and securities. Derek is also registered to provide financial services in California.

SPECIALIZATIONS

ADVISOR BIO

Patrick Batac is an active investment advisor representative and financial advisor with J.p. Morgan Securities LLC. Patrick's expertise is in securities and investments and specializes in financial planning, pension consulting and selection of other advisors. Patrick is registered to provide investment advisory services in California and Arizona.

SPECIALIZATIONS