Invested Better
Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

Kinetic Investment Management, Inc. | CFP ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Jaynie Renee Ozment is a financial advisor at Kinetic Investment Management, Inc., with over six years of experience in the industry. Jaynie is a Certified Financial Planner and holds a Series 65 license. Jaynie has worked in various roles, including at the Ozment Agency and Wheeler Ozment Agency, before joining Kinetic Investment Management. Jaynie specializes in providing financial planning, portfolio management for individuals, and educational seminars. Jaynie is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jayra Rayson is a financial professional registered with J.p. Morgan Securities LLC. Jayra is licensed in California and has been in the industry since March 2022. Jayra holds the Series 63, Series 6TO and SIE licenses and has experience in a variety of financial products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEVILLE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jazette Labarbera is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 10 years of experience in the industry. Jazette has a broad range of experience and has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions. Jazette specializes in providing financial planning, portfolio management, and retirement planning services. Jazette is also registered as an investment advisor in several states, including California and Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wedbush Securities Inc.

location

PASADENA, CA

experience

17 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jazmin Gabriela Carpenter is a financial professional with over 15 years of experience in the industry. Jazmin has a diverse background, having worked at several prominent firms including Citigroup Global Markets Inc. and Morgan Stanley. Currently, Jazmin is a Vice President, Investments and Financial Consultant at Wedbush Securities Inc., providing a wide range of services to individuals, corporations and charitable organizations. Jazmin is licensed in several states and holds the Series 7, SIE, and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Transamerica Financial Advisors, Inc.

location

Thousand Oaks, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jazmin Bernal-ramos is a financial advisor at Transamerica Financial Advisors, Inc. located in Thousand Oaks, CA. Jazmin has over 18 years of experience in the financial services industry. Jazmin has earned the Series 6, Series 63 and SIE licenses and specializes in providing portfolio management for individuals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

OAKLAND, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jazmin Erendira Soriano is a financial advisor at Wells Fargo Clearing Services, LLC. Jazmin has been working in the financial industry since 2018. Jazmin earned a Series 7TO and SIE license and the Uniform Combined State Law Examination. Jazmin is registered with the state of California. Jazmin works out of the Walnut Creek and Oakland offices.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

MISSION VIEJO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jazmine Vazquez is a registered representative with J.p. Morgan Securities LLC, licensed to provide investment advice and services in California. Jazmine has been in the securities industry for over a year. Jazmine specializes in providing investment advice and services to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Jazmine is also licensed to offer investment company products and variable contracts.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

CUPERTINO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jazter Jian sheng Diong is a registered representative with J.P. Morgan Securities LLC, a leading financial services firm. Jazter is dedicated to providing personalized financial advice and guidance to help clients reach their financial goals. With a focus on investment company products/variable contracts, Jazter's expertise in these areas allows him to create customized investment solutions for individuals and families. He is also knowledgeable in other areas, including investment strategies for both individuals and businesses, and financial planning. Jazter is committed to building long-term relationships with clients based on trust and transparency.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Acrylic Financial, Inc.

location

PALMDALE, CA

0 Disclosures

ADVISOR BIO

Jazzmine Thomas is a financial professional with Acrylic Financial, Inc. located in Palmdale, California. She has been in the industry since 2011 and has a Series 65 license. Jazzmine Thomas is a registered investment advisor in California and specializes in providing financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

SACRAMENTO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jcyn Lydell Crawley is a financial advisor associated with J.P. Morgan Securities LLC. Jcyn is a licensed financial advisor, registered in the state of California. Jcyn has been in the financial services industry since November 2022. Jcyn holds the following licenses: Series 63, Series 6TO, and SIE. Jcyn specializes in helping individuals, high-net-worth individuals, corporations, and institutions navigate the complexities of the financial markets. Jcyn is committed to providing personalized financial advice tailored to meet the unique needs of each client.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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