ADVISOR BIO

Jason Andrew Prattes is a financial advisor with Prattes Wealth Partners. Jason has been in the financial services industry for over 15 years. He has a strong background in financial planning, portfolio management, and investment advisory. Jason has a Series 7, Series 63, and Series 65 licenses. He is also a registered investment advisor in California, Louisiana, and Texas.

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ADVISOR BIO

Jason colin Patrick is a financial advisor with Kestra Advisory Services, LLC. Jason colin Patrick has been in the financial services industry since August 2005. Jason colin Patrick has been registered with Kestra Advisory Services, LLC since April 2016. Previously, Jason colin Patrick was registered with FINANCIAL TELESIS INC and USI SECURITIES, INC. Jason colin Patrick holds the following licenses: Series 6, Series 7, Series 63, Series 66 and SIE. Jason colin Patrick specializes in providing financial advice to individuals, high net worth individuals, corporations, and pension plans. Jason colin Patrick also offers financial planning services, portfolio management, and selection of other advisors.

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ADVISOR BIO

Javier Alejandro Vallejo is an Investment Advisor Representative and Registered Representative with Cetera Investment Advisers LLC. Javier has been in the financial services industry since October 2003. Javier has a Series 66, Series 7, and SIE license. Javier's previous roles include Managing Partner at Pacific Terra Wealth Management, an Agent for fixed insurance with various companies, and President & CEO of JIMA Worldwide. Javier provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies. Javier is registered to provide advisory services in Arizona, California, North Carolina, South Carolina, Virginia and Washington.

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ADVISOR BIO

Jay Derusso is a financial advisor with over 35 years of experience in the industry. Jay is registered to provide investment advice in 54 states and jurisdictions and is also a registered representative of J.p. Morgan Securities LLC, and J.p. Morgan Private Wealth Advisors LLC. Jay's previous experience includes roles at First Republic Securities Company, LLC, UnionBanc Investment Services, LLC, Mercer Allied Company, L.P., Mercer Allied Corporation, and Pyramid Funds Corporation.

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ADVISOR BIO

Jay Dohrn Baumgardner is a financial advisor at UBS Financial Services Inc. in Newport Beach, California. Jay has been in the financial industry since 1994. Jay holds Series 7, Series 63, and Series 65 licenses. Jay has previously worked at J.P. Morgan Securities LLC, Wachovia Securities, LLC, Wells Fargo Investments, LLC, UST Securities Corp., UST Financial Services Corp., Invest Financial Corporation, Ameristar Capital Markets, Inc., Smith Barney Inc., and Lehman Brothers Inc. Jay offers financial planning, portfolio management, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Jay Glenn Thornton is a financial advisor with over 40 years of experience in the industry. Jay currently holds active registrations with both the Broker-Dealer and Investment Advisor communities. Jay is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. in NEWPORT BEACH, CA. Jay has also held previous registrations with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED and E. F. HUTTON & COMPANY INC. Jay provides investment advisory services to corporations or other businesses, individuals (other than high-net-worth), high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.

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ADVISOR BIO

Jean Kim is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jean is licensed in 51 states, the District of Columbia, and 2 Canadian Provinces, with a total of 53 active licenses. Jean has been in the industry since 2011, and has experience with a wide range of client types, including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Jeanette Aranas Sunga is a registered representative with MML Investors Services, LLC. Jeanette has been in the securities industry since 1994 and is currently licensed in California. She previously worked at MSI Financial Services, INC. and Metropolitan Life Insurance Company. Jeanette's specializations include variable annuities, mutual funds, life insurance, and retirement planning.

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ADVISOR BIO

Jeanne Anne Dahlin is a financial advisor with Wells Fargo Clearing Services, LLC. Jeanne has over 19 years of experience in the financial services industry and is registered in 27 states. Jeanne specializes in providing financial advice to individuals, businesses, and institutions. Jeanne is also a Notary Public.

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ADVISOR BIO

Jeanne Marie Juricka is a financial advisor with over 20 years of experience in the industry. Jeanne is currently registered with LPL Financial LLC in Newport Beach, California. Jeanne has previously held positions at several other firms, including J.P. Morgan Securities LLC, Stephen A. Kohn & Associates, LTD., TD Ameritrade, Inc., Citigroup Global Markets Inc., and Prudential Securities Incorporated.

SPECIALIZATIONS