ADVISOR BIO

Diego Diaz is a financial professional with over 3 years of experience in the industry. Diego is currently registered with J.p. Morgan Securities LLC in San Diego, CA and is licensed to provide investment advice and services in Arizona, California, Kansas, New York, and Utah. Diego has a strong background in investment company products and variable contracts, as evidenced by his Series 6 license. Diego's previous experience at J.P. MORGAN SECURITIES LLC provides a foundation for the expertise and knowledge Diego brings to his current role. Diego specializes in various investment products and services, including but not limited to investments, financial planning, and portfolio management.

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ADVISOR BIO

Diego Juvenal MacEdo is a financial advisor at Morgan Stanley. Diego has been working in the financial services industry since 2001 and has experience at Merrill Lynch and Vanguard Capital. Diego holds Series 7, Series 63, and Series 65 licenses. Diego is registered in Arizona, California, Delaware, Florida, Massachusetts, Nevada, New York, Oklahoma, and Texas. Diego's specializations include investment advice, financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Diego Armando Mendez is a registered representative with J.p. Morgan Securities LLC, licensed in California. Diego Armando Mendez has been in the industry since December 2022. Diego Armando Mendez has passed the Series 6TO, Series 63, and SIE exams. Diego Armando Mendez specializes in investments for individuals and businesses.

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ADVISOR BIO

Diego Reyes is a registered representative with J.P. Morgan Securities LLC, offering investment services in PORT HUENEME, CA. Diego Reyes is licensed in California and has been in the industry since October 18, 2021. Diego Reyes's registration includes series 63, Series 6TO, and SIE licenses. Diego Reyes specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Diego Maldonado is a registered representative with J.P. Morgan Securities LLC in Corona Del Mar, CA. Diego has been active in the financial services industry for several months and has a Series 63, Series 6TO, and SIE license. Diego specializes in portfolio management for individuals and businesses, as well as financial planning.

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ADVISOR BIO

Diego Alfonso Llano is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Palo Alto, California. Diego has been in the financial services industry since 2015 and is registered with FINRA and the state of California. Diego has a broad range of experience in the financial services industry, having worked with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Diego holds the Series 6, 7, 63 and 66 securities licenses. Diego Alfonso Llano specializes in providing financial advice to individuals, businesses, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Diego Ivan Salazar is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Diego has been working in the financial industry since December 2020 and is registered to provide investment advice in 53 states. Diego is a Series 7 and 66 licensed advisor. Diego has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities.

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ADVISOR BIO

Diego Alcala Espinoza is a licensed securities professional who has been in the industry since April 23, 2015. Diego is currently registered with J.P. Morgan Securities LLC and is licensed to sell securities in California. Diego offers financial planning, pension consulting, and portfolio management services. Diego specializes in investments in individual securities, mutual funds, variable annuities, and fixed insurance products.

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ADVISOR BIO

Diego Cappiello is a financial advisor with Ameriprise Financial Services, LLC. Diego has over 10 years of experience in the financial services industry. Diego is registered with the state of California and holds the Series 66, Series 7TO, Series 6TO and SIE licenses. Diego has worked for several firms including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC. Diego provides financial planning, portfolio management, pension consulting, asset allocation services and educational seminars for individuals, businesses, and trusts.

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ADVISOR BIO

Diego T. Gonzalez is a financial advisor with Wells Fargo Clearing Services, LLC. Diego is a registered representative with FINRA and a registered investment advisor representative in California. Diego has been in the securities industry since 2015 and has a broad range of experience in providing financial advice and investment management services to individual clients. Diego has worked previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Diego has earned the Series 6, 7, 63 and 65 licenses and the SIE exam. Diego specializes in providing financial advice and investment management services to high-net-worth individuals, corporations and pension and profit-sharing plans. Diego is committed to providing personalized financial advice and investment management services to help clients reach their financial goals.

SPECIALIZATIONS