ADVISOR BIO

Eric Yi is a financial professional with experience in the financial services industry since March 2016. Eric is currently registered with J.P. Morgan Securities LLC in Pasadena, CA. Eric holds Series 6, Series 63 and SIE licenses. Eric has a strong background in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Eric A. Koide is a financial advisor with over 15 years of experience in the industry. Eric is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC in California and Texas. Prior to that, Eric worked with First Republic Securities Company, LLC and Morgan Stanley in California. Eric has a strong background in financial planning and portfolio management and is dedicated to providing personalized advice to help clients achieve their financial goals. Eric holds the Series 66, Series 7, and SIE licenses. Eric is also a Certified Financial Planner.

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ADVISOR BIO

Eric Darensbourg is a financial advisor with J.P. Morgan Securities LLC. Eric holds Series 63, Series 6TO and SIE licenses and is registered in California. Eric has over 3 years of experience in the financial services industry. Eric focuses on providing financial planning, pension consulting, and portfolio management services to a wide range of clients.

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ADVISOR BIO

Eric Tank is a financial advisor with Morgan Stanley. Eric has been in the financial services industry since 2008 and has a wide range of experience in providing investment advice to a variety of clients. Eric is registered with the state of California and has passed the Series 7 and Series 66 examinations. Eric has previously worked for Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.

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ADVISOR BIO

Eric Alan Noyes is an investment advisor representative currently registered with Morgan Stanley. Eric Noyes has been working in the financial services industry since April 23, 2000. Previously, Eric Noyes was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Eric Ajlouny is a financial advisor with RBC Capital Markets, LLC, a large financial firm with over $50 billion in assets under management. Eric has been working in the financial industry since 2000. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 63 licenses. Eric specializes in working with high-net-worth individuals, businesses, and institutional clients. Eric Ajlouny's previous experience includes roles at Barclays Capital Inc. and Lehman Brothers Inc.

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ADVISOR BIO

Eric James Blackhall is a financial advisor with Octavia Wealth Advisors LLC, based in San Diego, CA. Eric has been in the industry since 2010, having previously worked at PURSHE KAPLAN STERLING INVESTMENTS and EQUITABLE ADVISORS, LLC. Eric holds the Series 7 and Series 66 licenses. Eric also holds the Personal Financial Specialist designation. Eric specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Eric is registered with the state of California.

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ADVISOR BIO

Eric Xie is a financial advisor with Morgan Stanley. Eric has been in the financial services industry since 2021. Eric has passed the Series 66, Series 7TO and SIE exams. Eric is licensed to provide investment advice in 53 states and the District of Columbia. Prior to joining Morgan Stanley, Eric was an advisor with CHARLES SCHWAB & CO., INC. Eric specializes in providing financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Eric Dimino is a financial advisor with over 30 years of experience in the financial services industry. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Stifel, Nicolaus & Company, Inc. in California and Texas. He has previously worked with WELLS FARGO CLEARING SERVICES, LLC and M.L. STERN & CO. INC. Eric specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions. He is committed to helping his clients achieve their financial goals through personalized financial planning and investment management strategies.

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ADVISOR BIO

Eric Lucero is a registered investment advisor representative with Morgan Stanley. Eric has been in the industry since 2020. He is registered in 53 states and the District of Columbia. Eric holds the Series 7TO, Series 66, and SIE licenses. Eric's specializations include asset allocation advice, financial planning, pension consulting, and educational seminars. He is able to provide portfolio management services for individuals, businesses, and investment companies.

SPECIALIZATIONS