ADVISOR BIO

Steven Michael Jendrusina is a registered representative with LPL Financial LLC. Steven is registered with the state of California to provide securities and investment advisory services. Steven has been in the financial services industry for over 17 years. Steven is active in both the broker-dealer and investment advisor channels and is currently seeking to become registered as an investment advisor representative in California.

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ADVISOR BIO

Steven Richard Feehan is an investment advisor representative with Morgan Stanley. Steven has been in the securities industry since April 1996. Steven has passed the Series 3, Series 7, Series 63 and SIE exams. Steven also has passed the Uniform Securities Agent State Law Examination and the National Commodity Futures Examination. Steven is registered in California, Colorado, Florida, Hawaii, New York, Oregon, South Dakota, Texas, and Washington. Steven is also registered with the Financial Industry Regulatory Authority (FINRA). Steven has previously worked at Citicorp Global Markets Inc. and Morgan Stanley Smith Barney.

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ADVISOR BIO

Steven Fu is a financial advisor with United Capital Financial Advisors. Steven Fu is licensed in California. Steven Fu has been in the industry for 13 years. Steven Fu is a registered investment advisor. Steven Fu has Series 7, Series 63, Series 86, and Series 87 licenses. Steven Fu works in the South Pasadena branch office of United Capital Financial Advisors. Steven Fu's previous employers include JMP Securities LLC, Macquarie Capital (USA) Inc., and Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC.

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ADVISOR BIO

Steven Joseph Jones is an active investment advisor representative with Edward Jones. Jones has been in the industry since July 2024. Jones is registered with FINRA and holds the Series 7, 66, and SIE licenses. Jones is also registered with the states of Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Kansas, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, and Washington. Jones has a background in construction and worked for Sampson Construction, Knife River Corporation, Livingston Construction, Fremont Chevrolet, Buick, GMC, B&B Aggregate, and the University of Wyoming.

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ADVISOR BIO

Steven Max Christol is a registered representative with J.p. Morgan Securities LLC. Steven holds the Series 6, SIE and Series 63 licenses. Steven has been working in the financial industry since June 2007. Previously, Steven was employed by METLIFE INVESTORS DISTRIBUTION COMPANY in Irvine, CA. Steven currently has a branch office location in Laguna Niguel, CA. Steven works with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Steven offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Steven Anthony Thu is a financial advisor with over 12 years of experience in the financial services industry. Steven is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Steven has been affiliated with UNIONBANC INVESTMENT SERVICES, LLC, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Steven holds a Series 6, Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Steven is registered with the following state regulators: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Idaho, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.

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ADVISOR BIO

Steven Long is a financial advisor with over 15 years of experience in the industry. Currently, Steven is a registered representative with Morgan Stanley. Previously, Steven was registered with Citigroup Global Markets Inc. and National Planning Corporation. Steven is licensed to provide financial advice in multiple states and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam.

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ADVISOR BIO

Steven Isaacson is a financial advisor associated with Ameriprise Financial Services, LLC. Steven has been in the financial industry since September 1992. Steven holds Series 63, 65, 7, and SIE licenses. Steven has had several prior work experiences in the financial industry including CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, and BARABAN SECURITIES, INC. Steven's client base includes high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Steven Neibert is a financial advisor with over 30 years of experience in the financial industry. Steven currently works at Merrill Lynch, Pierce, Fenner & Smith Inc., where has been employed since 1995. Steven has a broad range of experience and holds licenses in several states across the United States. Steven has earned several industry licenses and designations over the years, including the Series 7, Series 9, Series 10 and Series 63.

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ADVISOR BIO

Steven Marroquin is a financial advisor with J.p. Morgan Securities Llc in HUNTINGTON PARK, CA. Steven has been in the industry since 2020. Steven holds a Series 66 license and is registered in 11 states. Steven is also a Registered Representative of J.P. MORGAN SECURITIES LLC. Steven has previously worked with MUTUAL OF AMERICA SECURITIES LLC and MUTUAL OF AMERICA LIFE INSURANCE COMPANY.

SPECIALIZATIONS