ADVISOR BIO

Jonathan Alessandro Berrios is an Investment Advisor Representative registered in California. Jonathan is affiliated with Cerity Partners LLC. Jonathan has been in the securities industry since August 2022. Jonathan holds a Series 65 license. The advisor's current employment is with Cerity Partners LLC, a firm headquartered in New York, NY. Cerity Partners LLC is a registered investment advisor with the SEC and a member of FINRA.

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ADVISOR BIO

Jonathon Lamb is a financial advisor with Farther. Jonathon has been in the industry since 2011 and is currently registered in Texas. Jonathon has experience at TD Ameritrade, Inc., Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Jonathon is a Series 7, Series 63, Series 66, and Series 24 licensed professional.

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ADVISOR BIO

Jordan Anthony Garcia is a registered representative of Equitable Advisors, LLC. Jordan has been in the financial industry since January 2016. Jordan is licensed to conduct business in California. Jordan has a Series 7TO, Series 52TO, Series 50, and a Series 66 license. Jordan's prior employment includes Siebert Williams Shank & Co., LLC, PFM Financial Advisors, Sutton Capital Partners, and DoubleLine Capital. Jordan is a graduate of UCLA.

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ADVISOR BIO

Jordan Haynes is an investment advisor representative registered with J.p. Morgan Securities LLC, a broker-dealer and investment advisor. Jordan's professional experience includes expertise in a variety of financial service areas including securities, insurance, and mutual funds. Jordan has been active in the financial services industry since 2012. Jordan is licensed in 53 states and holds licenses for Securities Industry Essentials Examination (SIE), Series 7, and Series 63.

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ADVISOR BIO

Jordan Harry Soclof is an investment advisor representative with Farther Finance Advisors in San Francisco, CA. Jordan is licensed in New York and has been in the industry since September 2020. Jordan has been registered with Farther since February 2022, previously working with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from September 2020 to February 2022.

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ADVISOR BIO

Jordan Gersch is a financial advisor with over 20 years of experience in the industry. Currently, Jordan is a registered representative with UBS Financial Services Inc., where they specialize in a wide range of services including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Jordan has been with UBS since September 2022, bringing a diverse background that includes previous roles at Morgan Stanley and Deutsche Bank Securities Inc.

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ADVISOR BIO

Jordan Hight Overby is a financial advisor with Aspiriant, LLC based in San Francisco, CA. Jordan has been working in the financial services industry since 2013, having joined Aspiriant in 2013. Jordan holds a Certified Financial Planner designation and is registered as an Investment Advisor Representative in both California and Texas. Jordan specializes in providing financial advice to individuals, corporations, investment companies, and charitable organizations. Aspiriant, LLC is a firm that offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Jordan Lautt is an investment advisor representative with Ameriprise Financial Services, LLC. Jordan is registered with the state of California, and has been in the financial services industry since February 8, 2021. Jordan has passed the Series 66, SIE and Series 7TO exams. The representative's office is located in San Francisco, CA. Jordan's firm, Ameriprise Financial Services, LLC, is a registered investment advisor firm with offices in Minneapolis, MN. The firm provides financial planning, portfolio management for individuals, and other advisory services. The firm has approximately $1 billion to $10 billion in assets under management and serves a variety of clients, including individuals, trusts, estates, charitable organizations, insurance companies, and corporations.

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ADVISOR BIO

Jorge Venegas is a financial advisor with over 35 years of experience in the industry. Jorge is currently registered with Morgan Stanley and has been with the firm since 2007. Jorge is also a registered investment advisor and provides investment advice to a variety of clients, including individuals, families, businesses, and institutions. Jorge has a strong understanding of the financial markets and provides personalized investment advice to help clients reach their financial goals.

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ADVISOR BIO

Jorge Mario Villa is a financial advisor with Morgan Stanley. Jorge has been in the industry since 2006 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jorge holds Series 3, 6, 7, and 66 licenses and is registered in 53 states. Jorge has experience working with individuals, families, businesses, and institutions. Jorge's focus is on helping clients achieve their financial goals through a variety of investment strategies.

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