ADVISOR BIO

Zubeen Tukina is an investment advisor representative with Edward Jones. Zubeen is registered with the state of California and Texas. Zubeen has been in the securities industry since March 13, 2017.

SPECIALIZATIONS

ADVISOR BIO

Zupei Yu is a financial advisor with Edward Jones, working out of the San Dimas, CA office. Zupei Yu is a Registered Representative and Investment Advisor Representative, having passed the Series 7TO, Series 63, Series 66 and SIE exams. Zupei Yu has over 5 years of experience in the financial industry. Zupei Yu's firm, Edward Jones, manages over $800 billion in assets and has over 22,000 licensed agents.

SPECIALIZATIONS

ADVISOR BIO

Zvart Potoukian is a financial advisor with Morgan Stanley, a well-known firm managing over $1 trillion in assets. Zvart has been in the industry since 1990 and has a broad range of experience, including working at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Zvart specializes in working with high-net-worth individuals and families, as well as corporations, insurance companies, and charitable organizations. Zvart's expertise includes asset allocation advice, financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Zyanya Isabel De la torre is a financial advisor with J.P. Morgan Securities LLC, registered with the state of California and Texas. Zyanya De la torre has been working in the financial industry since 2014 and has a variety of licenses, including Series 7, Series 6, and Series 66. Zyanya De la torre's professional experience includes roles with both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., in various locations, including Buena Park and Anaheim, California. Zyanya De la torre's client base includes individuals, corporations, insurance companies, pension plans, and charitable organizations. Zyanya De la torre provides financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS