ADVISOR BIO

Yama Jamili is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Yama specializes in financial planning, portfolio management, and pension consulting. Yama has been in the financial services industry since 2007. Yama is registered to provide investment advice in Arizona, California, and Oregon. Yama is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Yama worked at BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO ADVISORS, LLC. Yama has a strong track record of helping clients achieve their financial goals. Yama is committed to providing personalized service and developing long-term relationships with clients.

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ADVISOR BIO

Yaochao Wei is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Yaochao Wei has been in the industry since January 2022. Yaochao Wei is registered with FINRA and has passed the Series 7TO and Series 66 exams. Yaochao Wei is licensed in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Yaochao Wei also has a state IA license in California and Texas. Yaochao Wei specializes in portfolio management for individuals and businesses, as well as pension consulting. Yaochao Wei also provides other advisory services, including performance measurement reports, allocation modeling, IPS, research reports and services.

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ADVISOR BIO

Yi Fang is a registered investment advisor with Wells Fargo Clearing Services, LLC. Yi has been in the industry since 2006 and is registered in the state of California. Yi specializes in working with individuals, families, and businesses, providing financial planning and investment management services.

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ADVISOR BIO

Ying juan Xie is a financial advisor with Morgan Stanley, located in Oakland, CA. Ying juan Xie has over 10 years of experience in the financial services industry. Ying juan Xie is registered with the state of Texas, and has Series 7, Series 66, and SIE licenses. Ying juan Xie offers a range of services including financial planning, portfolio management, and educational seminars. Ying juan Xie is also registered as an Investment Advisor Representative with Morgan Stanley. Ying juan Xie specializes in working with high-net-worth individuals, insurance companies, charitable organizations, and investment companies. Ying juan Xie is also a Certified Financial Planner.

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ADVISOR BIO

Yong Nian Lin is a registered representative with J.P. Morgan Securities LLC. Yong Nian Lin is licensed to offer securities in California. Yong Nian Lin has been in the securities industry since April 15, 2018. Yong Nian Lin holds Series 6, Series 63 and SIE licenses. Yong Nian Lin's office is located at 401 8TH ST, OAKLAND, CA 94607.

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ADVISOR BIO

Yu Chen is a financial professional with over 10 years of experience in the industry. Yu holds Series 7, Series 66, and SIE licenses and is registered with J.P. Morgan Securities LLC in California and Texas. Yu's previous experience includes working with MML Investors Services, LLC and MassMutual Life Insurance Company. Yu Chen specializes in portfolio management for both individuals and businesses. Yu is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Yudith Lizeth MacEdo jimenez is a registered representative associated with J.p. Morgan Securities LLC, which is a firm with more than $50 billion in assets under management. Yudith Lizeth MacEdo jimenez works in the Oakland, CA branch office of J.p. Morgan Securities LLC. Yudith Lizeth MacEdo jimenez has been in the industry for 10 days.

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ADVISOR BIO

Yvan Fung is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Yvan has been in the financial industry since 2015 and has experience working at CITIGROUP GLOBAL MARKETS INC. and J.P. MORGAN SECURITIES LLC. Yvan has Series 6, 7, 63 and 65 licenses and is registered in California, Massachusetts, Minnesota, and Washington. Yvan's firm offers a variety of advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Zhongbao Wu is a financial professional with over 6 years of experience in the industry. Zhongbao is currently registered with U.S. Bancorp Investments, Inc. Zhongbao's professional experience includes previous roles at J.P. Morgan Securities LLC. Zhongbao Wu is licensed to provide financial advice in California and holds Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Zlatko Martinic is a financial advisor with over 20 years of experience in the industry. Zlatko is currently a registered investment advisor representative at Gamma Investing LLC, a firm with over 1 billion dollars in assets under management. Previously, Zlatko worked for Penserra Securities, LLC and Blackrock Execution Services. Zlatko is a Chartered Financial Analyst and holds several industry licenses including Series 3, 7, 24 and 63. Zlatko also serves as a Partner/Treasurer of Mack Logistics Inc., a non-investment related logistics company.

SPECIALIZATIONS