ADVISOR BIO

Jimmy Szeto is an investment advisor representative with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Jimmy has been in the industry since June 2014 and has offices in San Francisco, CA and Daly City, CA. Jimmy has experience with several firms, including First Republic Securities Company, LLC and Wells Fargo Advisors, LLC. Jimmy is registered in over 50 states for both securities and investment advisory services. Jimmy offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. Jimmy's background includes experience in banking, investment management, and real estate.

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ADVISOR BIO

Jing Guo is a financial advisor with UBS Financial Services Inc. Jing Guo is a registered representative in California. Jing Guo has over 2 years of experience in the financial services industry. Jing Guo is registered with the state of California as a broker-dealer. She is also registered as an Investment Advisor Representative. Jing Guo has passed the Series 7TO, Series 63 and Series 66 exams. Jing Guo is also a licensed real estate salesperson. She is able to provide investment advice and financial planning services to individuals and businesses.

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ADVISOR BIO

Jing Wang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jing is licensed in 21 states and has been working in the securities industry for over 13 years. Jing has earned the Series 66, Series 7 and SIE licenses. She has a strong track record of success in providing investment advice to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. Jing specializes in investment management and financial planning.

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ADVISOR BIO

Jingmi Wang is a financial professional registered with Citigroup Global Markets Inc. Jingmi is licensed to provide investment advice in 53 states and the District of Columbia. Jingmi has been working in the financial services industry since August 28, 2023, specializing in securities, investment banking, and mutual funds.

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ADVISOR BIO

Jingwen Zhang is a financial advisor with Citigroup Global Markets Inc., registered with the state of California. Jingwen's registration began on May 18, 2024 and Jingwen has passed the Series 63, Series 79TO and SIE exams. Jingwen specializes in asset allocation advice, financial planning, pension consulting, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

Jinyi Zhong is a registered representative with J.p. Morgan Securities LLC. Jinyi is licensed in California and has been in the industry since January 18, 2018. Zhong holds the Series 6, SIE, and Series 63 licenses. Jinyi specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Jitu G Somaya is a financial professional with over 40 years of experience in the industry. Jitu is currently a registered representative with Oppenheimer & Co. Inc., a firm with a wide range of financial services offerings. Previously, Jitu worked for MFR Securities, Inc. and Grutal & Co. Incorporated. Jitu has a diverse background in the financial services industry and holds several licenses and certifications.

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ADVISOR BIO

Joan Marie Espinosa is a financial advisor with Morgan Stanley. Joan has been in the industry for 24 years and has a wide range of experience. Joan is registered with the state of California and Texas, and holds the Series 7, 31 and 66 licenses. In addition to her Series licenses, Joan is also a Series 63 license holder. Joan has worked with Citigroup Global Markets Inc. and Morgan Stanley Smith Barney in the past.

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ADVISOR BIO

Joan Renee Phinney is a financial advisor who has been in the industry since 1991. Joan is currently registered with UBS Financial Services Inc. and is also registered as an Investment Advisor Representative in California. Previously, Joan worked for WELLS FARGO CLEARING SERVICES, LLC, RBC DAIN RAUSCHER INC., CITIGROUP GLOBAL MARKETS INC., WELLS FARGO INVESTMENTS, LLC, ROBERTSON STEPHENS, INC., DEAN WITTER REYNOLDS INC., and EVEREN SECURITIES, INC. Joan has a broad range of experience and expertise in the financial services industry.

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ADVISOR BIO

Joan Getsinger is a financial advisor at Morgan Stanley. Joan has been a registered representative for over 40 years. Joan has a strong track record of providing personalized financial advice to clients. Joan focuses on building long-term relationships with clients and helping them achieve their financial goals. Joan has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Joan is committed to providing her clients with the highest level of service and expertise.

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