ADVISOR BIO

Benjamin Yashar is an Investment Advisor Representative at Altman Sacks Corp.. Benjamin has been in the industry since 2015, and holds the Series 65 license. Benjamin has a background in technology, having previously worked for Executive Computer Consulting Corporation.

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ADVISOR BIO

Benjamin Lord Plyler is a registered representative with Wells Fargo Clearing Services, LLC. Benjamin has been in the securities industry since November 7, 2022. Benjamin holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Benjamin Burdett is a financial advisor with J.P. Morgan Securities LLC. Benjamin has been in the financial services industry since 2008. Benjamin has a Series 7, 63, 24, 79TO, and SIE licenses. Benjamin is registered in all 50 states and the District of Columbia. Benjamin specializes in a wide range of financial products and services, including: portfolio management, financial planning, investment banking, and pension consulting. Benjamin has a diverse clientele including individuals, businesses, corporations, labor unions, and charitable organizations. Currently, Benjamin is located at J.P. Morgan Securities LLC's branch office located at 560 Mission Street, Floors 25 & 26 in San Francisco, CA.

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ADVISOR BIO

Benjamin Russell Harris is an Investment Advisor Representative who has been in the financial services industry since September 19, 2019. Benjamin is currently registered with J.p. Morgan Securities LLC and has been with the firm since January 2025. He is licensed in both California and Texas. Benjamin has a strong background in providing financial services to individuals, corporations, and other entities. He also has experience working with pension and profit-sharing plans, and has a special focus on providing financial planning services. Benjamin is committed to helping his clients achieve their financial goals and provides a variety of services to help them manage their investments, including portfolio management, financial planning, and investment advisory. He is also committed to providing outstanding customer service and building strong relationships with his clients.

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ADVISOR BIO

Benjamin Alan Goldberg is a financial advisor registered with RBC Capital Markets, LLC and has been in the industry since 1993. Benjamin has been associated with RBC Capital Markets, LLC since February 2013. Previous firms Benjamin was associated with include Citigroup Global Markets Inc., Deutsche Bank Securities Inc., Banc of America Investment Services, Inc., Morgan Stanley DW Inc., Smith Barney Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Crowell, Weedon & Co. and Columbus Financial, Inc. Benjamin is licensed in multiple states including California, Texas, Alabama, Alaska, Arizona, Arkansas, Colorado, Florida, Idaho, Kentucky, Michigan, Nevada, New Hampshire, New York, North Carolina, Oregon, South Carolina, Utah, Washington, West Virginia and Wyoming. Benjamin has obtained the Series 3, 7, 8, 9, 10, 63 and 65 licenses and has passed the Securities Industry Essentials Exam. Benjamin is also a member of the Long Beach Century Club.

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ADVISOR BIO

Benjamin Frechette is a financial advisor with J.P. Morgan Securities LLC. Benjamin has been in the industry since 2014. Benjamin is registered in California, Nevada and New Jersey. Benjamin has a Series 6, Series 63 and SIE license. Benjamin specializes in offering investment advice to individuals, families and businesses.

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ADVISOR BIO

Benjamin Dominguez is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Benjamin is based in Brea, California and has been in the industry since October 14, 2019. Benjamin holds the Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Benjamin Patrick Shepherd is a financial advisor with Independent Financial Group, LLC, a firm based in San Diego, CA. Benjamin Shepherd has been a financial advisor for over a year, and has worked at Independent Financial Group, LLC since January 8, 2024. Benjamin Shepherd holds the Series 7, Series 24 and SIE licenses. Benjamin Shepherd has over 2 years of experience in the financial industry and specializes in retirement planning, mutual funds, life insurance, stocks, and bonds.

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ADVISOR BIO

Benjamin Zucker is a registered representative with J.P. Morgan Securities LLC. Benjamin holds the Series 79TO, Series 63 and SIE licenses. Benjamin has been in the industry since 2022. Benjamin is registered to provide investment advice in 53 states.

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ADVISOR BIO

Benjamin Dakota Blake is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Benjamin Dakota Blake is registered to provide investment advice in Arizona, California, Colorado, Georgia, Hawaii, Iowa, Maryland, Minnesota, New Mexico, Oregon, and Virginia. Benjamin Dakota Blake has been a financial advisor since September 28, 2016, and has worked at Edward Jones since August 2016. Benjamin Dakota Blake is a Certified Financial Planner. Benjamin Dakota Blake specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals.

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