ADVISOR BIO

Ian Joseph Stock is an investment advisor representative at J.p. Morgan Securities LLC. Ian has been in the securities industry since 2008. Ian is registered with the state of California as an Investment Advisor Representative and with the state of Texas as a Resident Investment Advisor Representative. Ian also holds Series 66, SIE, and Series 7 licenses. Prior to joining J.p. Morgan Securities LLC, Ian was employed at PATRICK CAPITAL MARKETS, LLC, ULTIMUS FUND DISTRIBUTORS, LLC, and BLACKROCK INVESTMENTS, LLC. Ian is located in the Irvine, California branch office of J.p. Morgan Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

Ian Walsh is a financial advisor with J.P. Morgan Securities LLC. Ian holds Series 79TO, Series 63 and SIE licenses. Ian has been registered with FINRA since 1/27/2022. Ian is currently registered in 53 states and territories.

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ADVISOR BIO

Ian James Wardle is an investment advisor representative registered with Lifeworks Advisors, LLC. Ian is based in Laguna Beach, CA. Ian has been in the securities industry for over 7 years. Ian holds the Series 6, Series 63, and Series 65 licenses. He has also passed the SIE exam. Ian is a licensed insurance agent and focuses on selling life, health, and variable insurance products. Ian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and pension plans. Ian previously worked for Northwestern Mutual Investment Services, LLC and McIlrath & Eck, LLC.

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ADVISOR BIO

Ian Wetherell is an active investment advisor representative registered with the state of California, and an active investment advisor representative with LPL Financial LLC, where he is registered as a registered representative and is associated with the Concord, CA branch office. Ian has a strong background in the financial services industry, with over 20 years of experience. Prior to joining LPL Financial, Ian worked for Principal Funds Distributor, Inc, Nationwide Investment Services Corporation, Highmark Funds Distributors, LLC, John Hancock Funds, LLC, John Hancock Distributors LLC, Manulife Wood Logan, Inc, and UBS Paine Webber Inc. Ian holds the Series 63, 65, 66, 24 and 7 licenses and the SIE exam. Ian's primary business is in the following areas: 1, 2, 3, 4, 5, and 6. Ian is a well-respected financial advisor with a proven track record of success.

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ADVISOR BIO

Ian Weeks is a financial professional with over 14 years of experience in the industry. Ian is currently registered with LPL Financial LLC and is located in San Diego, California. Ian has previously been registered with PRUCO SECURITIES, LLC. and Northwestern Mutual Investment Services, LLC. Ian holds Series 6, Series 63 and SIE licenses. Ian's areas of specialization include fixed income, mutual funds, variable annuities, life insurance, and retirement planning.

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ADVISOR BIO

Ian Jeffrey Ellis is a financial advisor associated with Equitable Advisors, LLC. Ian Jeffrey Ellis has been in the financial services industry for over 12 years and has held registrations in 16 states. Ian Jeffrey Ellis is currently registered with Equitable Advisors, LLC in Arizona, California, Florida, Hawaii, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Utah, Washington, and Wyoming. Ian Jeffrey Ellis is also a Registered Investment Advisor (IA) in Arizona, California, Florida, Hawaii, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Utah, Washington, and Wyoming. Ian Jeffrey Ellis has completed the Series 66, Series 7 and the Securities Industry Essentials (SIE) exams.

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ADVISOR BIO

Ian Alexander Longtin is an investment advisor representative with Ameriprise Financial Services, LLC. Ian has been in the industry for over 5 years. Ian is registered to provide advisory services in 24 states. Ian holds the Series 7, Series 66, and SIE exams. Ian's office is located in Walnut Creek, CA and he is registered with FINRA as well as several state regulators.

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ADVISOR BIO

Ian Carlo Sanchez is a financial advisor who has been in the industry since 2024. Ian is currently registered with Wells Fargo Clearing Services, LLC and holds Series 6TO and SIE licenses. Ian is based in El Segundo, CA.

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ADVISOR BIO

Ian James is a financial advisor with J.P. Morgan Securities LLC. Ian has been in the industry since March 2022 and is registered in California. Ian specializes in providing financial planning, portfolio management and selection of other advisors services to individuals, businesses, high net worth individuals, insurance companies, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Ian James Riley is a financial advisor with Morgan Stanley in Rolling Hills Estates, California. Ian has been in the financial services industry since 1997. He is registered with FINRA and the state of California. Ian is a Series 7, 9, 10, 31, 63, and 65 licensed advisor. He offers a range of services to individuals, families, businesses, and institutions, including financial planning, asset allocation, and investment management. Prior to working at Morgan Stanley, Ian worked at Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney LLC, and Citigroup Global Markets Inc.

SPECIALIZATIONS