ADVISOR BIO

Jeffrey Anton Christie is an investment advisor representative at Lido, a registered investment advisor with approximately 20 billion dollars in regulatory assets under management. Jeffrey is a seasoned professional with experience in the financial industry since 2004. Jeffrey's expertise lies in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Jeffrey has been registered with the state of California since 2015 and also holds Series 66, Series 7 and SIE registrations.

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ADVISOR BIO

Jeffrey Bowditch Prestine is an investment advisor representative with Mar Vista Investment Partners, LLC. Jeffrey has been in the industry since 1999 and is registered with the state of California and Texas. Jeffrey’s career began at Prudential Securities Incorporated in New York. Since 2009, Jeffrey has been an investment advisor representative at Mar Vista Investment Partners, LLC.

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ADVISOR BIO

Jeffrey Preston Ford is an Investment Advisor Representative who has been working in the financial industry since March 23, 2016. Jeffrey holds licenses in California, Nevada, and Oregon and has a Series 6, Series 63, Series 6TO, and Series 26 licenses. Jeffrey is a Chartered Financial Consultant and currently works for State Farm Investment Management Corp. Jeffrey has worked for State Farm VP Management Corp. and Keller Williams Realty Indianapolis Metro North in the past. Jeffrey specializes in advising individuals and investment companies.

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ADVISOR BIO

Jeffrey Marks is a financial professional with over 17 years of experience in the industry. Jeffrey is currently registered with State Farm Investment Management Corp. He has passed the Series 6, Series 26, and Series 63 exams. Jeffrey also holds the Chartered Financial Consultant designation. He is a licensed insurance agent through Jeffrey Marks's Insurance Agency in Pinole, CA. Jeffrey offers portfolio management services for individuals and investment companies.

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ADVISOR BIO

Jeffrey Atwood Busby is a registered Investment Advisor Representative with Brandes Investment Partners, LP. Jeffrey is based in La Jolla, CA and has been in the industry since 1991. Jeffrey is licensed to provide advisory services in California, Louisiana and Texas. Jeffrey has passed the Series 63, 65, and 2 exams and has experience providing financial services to individuals, corporations, trusts, estates, partnerships, pension and profit sharing plans, charitable organizations and insurance companies. Brandes Investment Partners is a firm with over $22 billion in assets under management and a diverse client base.

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ADVISOR BIO

Jeffrey Abell is an Investment Advisor Representative at Bailard, Inc. located in Foster City, CA. Jeffrey has been in the financial services industry since 2014 and previously worked at Rockefeller Financial LLC. Jeffrey holds a Series 7TO and Series 66 license. Jeffrey is a specialist in investments, insurance, financial planning, and retirement planning. Bailard, Inc. is a Registered Investment Advisor with a focus on serving high-net-worth individuals, families, foundations, and endowments. Bailard offers a wide range of investment management services, including portfolio management, financial planning, and trust and estate services.

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ADVISOR BIO

Jeffrey William Cote is a financial advisor working at Morgan Stanley. Jeffrey has been in the financial industry for more than 12 years. Previously, Jeffrey was affiliated with UBS Financial Services Inc. for 7 years in Los Angeles, California. Jeffrey is licensed in 53 states and has Series 66, Series 10, Series 9, SIE, and Series 7 licenses.

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ADVISOR BIO

Jeffrey Ecklund is an Investment Advisor Representative at Morgan Stanley. Jeffrey has been in the industry since 1985 and is registered to do business in 45 states. He is also a registered Investment Advisor Representative in Texas. Jeffrey is a Series 7, Series 8, Series 3, Series 63, and Series 65 licensed professional with a comprehensive understanding of financial markets. Jeffrey’s experience and qualifications allow him to provide a wide range of financial services, including investment management, financial planning, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Ahronian is a financial advisor with Morgan Stanley, registered in California and Texas. Jeffrey has been in the financial services industry since October 13, 2000. Jeffrey has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jeffrey is committed to helping clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and objectives.

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ADVISOR BIO

Jeffrey Earle is a financial advisor registered with Morgan Stanley. Jeffrey has been in the industry for over 21 years, starting their career with Morgan Stanley DW Inc. in 2002. Jeffrey has experience in a variety of financial services, including portfolio management, financial planning, and asset allocation advice. They are registered to offer investment advice in 18 states.

SPECIALIZATIONS