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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

Laguna Niguel, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jahangeer Iftikhar is a registered representative with J.P. Morgan Securities LLC in Laguna Niguel, CA. Jahangeer holds the Series 6, Series 63, Series 6TO and SIE licenses. Jahangeer has been in the financial industry for 4 years and has been affiliated with J.P. Morgan Securities LLC for 4 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN JOSE, CA

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jahar Lal Datta is a registered representative with Wells Fargo Clearing Services, LLC. Jahar has been in the securities industry since 2005. Jahar is currently registered with FINRA and the states of Alabama, California, Colorado, Florida, Illinois, Nevada, New York and Texas. Prior to joining Wells Fargo, Jahar was a registered representative with Citigroup Global Markets Inc. and Chase Investment Services Corp. and Wells Fargo Investments, LLC. Jahar holds the Series 7, Series 66 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

CLAREMONT, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jahule Valuvi is a registered investment advisor representative with J.p. Morgan Securities LLC. Jahule has been in the financial services industry for over ten years and holds a Series 7, 6, and 66 license as well as the SIE. Jahule is registered in 25 states and is active in both Broker-Dealer and Investment Advisor capacities. Jahule's previous experience includes working at Chase Investment Services Corp. in La Verne, CA. J.p. Morgan Securities LLC manages more than $50 billion in assets for over 262,000 clients and specializes in a wide range of investment products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

CAPITOLA, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jai Linh Huynh is a financial advisor at LPL Financial LLC in CAPITOLA, CA. Jai has over 20 years of experience in the financial industry. Jai is registered with the state of California and is also Series 7 and Series 66 licensed. Jai has previously worked at BANCWEST INVESTMENT SERVICES, INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., COMERICA SECURITIES, and WELLS FARGO INVESTMENTS, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Archer Investment Corp.

location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Jai Prabakaran is a financial advisor with Archer Investment Corp. Jai is a registered investment advisor representative and holds the Series 7, Series 66, and SIE licenses. Jai has been in the financial services industry since 2017 and previously worked for Bankers Life Securities, Inc. and HD Vest Investment Services. Jai specializes in providing financial planning services, pension consulting, and portfolio management for individuals, businesses, and investment companies. Jai is also the President of Pacific ERP Inc., a technology consulting firm, and Pacific Taxes and Investments, a tax preparation and accounting firm.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

LPL Financial LLC

location

FOLSOM, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jaime Elizabeth Barretta is a financial advisor with LPL Financial LLC, located in Folsom, CA. Jaime is registered with FINRA and the state of California, among other states. Jaime has been in the financial services industry since 2004. Previously, Jaime was affiliated with EDWARD JONES. Jaime holds Series 7, 63 and 65 licenses, as well as the SIE exam. Jaime offers investment advisory and financial planning services to individuals, businesses, corporations, trusts, estates, charitable organizations, and retirement plans. Jaime's experience, certifications, and specializations allow Jaime to provide comprehensive financial advice and guidance to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

LAFAYETTE, CA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Jaime Alberto Hinojosa is a financial advisor with over 30 years of experience in the industry. Jaime is currently registered with Osaic Wealth, Inc. and Quality Wealth Management. Jaime has a strong background in financial planning and portfolio management and is a Certified Financial Planner. Jaime is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PASADENA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jaime Oswaldo Trujillo garcia is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jaime has been in the securities industry since 2010 and has a broad range of experience in providing financial advice to individual and institutional clients. Jaime holds multiple licenses and certifications, including Series 7, 10, 9, 66 and SIE exams. Jaime specializes in providing comprehensive financial planning services, including investment management, retirement planning, and estate planning.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wells Fargo Clearing Services, LLC

location

WOODLAND HILLS, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jaime Ocon is a financial advisor with Wells Fargo Clearing Services, LLC. Jaime has been in the financial services industry since 1998 and has a broad range of experience in both investment advisory and brokerage services. Jaime is registered with FINRA as a registered representative and with the state of California as an investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

ESCONDIDO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jaime Christofferson Niesley is a financial advisor at Cetera Investment Advisers LLC. Jaime has been in the financial services industry for 7 years. Jaime is registered with the state of California and Texas. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of $104,468,595,111 in assets under management. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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