ADVISOR BIO

Jeffrey Sloan Duncan is a financial advisor with over 30 years of experience in the industry. Duncan is currently registered with Osaic Wealth, Inc. in Irvine, California. Previously, Jeffrey Duncan was registered with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Fort Wayne, Indiana and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, Minnesota. Duncan holds Series 63 and 65 licenses as well as Series 7 and SIE. Duncan is a licensed insurance agent. Jeffrey Duncan focuses on providing financial planning, pension consulting and educational seminars. He is a registered representative of Osaic Wealth, Inc., which is an investment advisor with over 437,000 accounts and over $94 billion in regulatory assets under management. Osaic Wealth, Inc. primarily serves high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Catucci Kessler is a registered representative with Goldman Sachs & Co. LLC. Jeffrey has been in the industry since August 21, 2014 and holds the Series 79 and SIE licenses. Jeffrey is registered with FINRA. Goldman Sachs & Co. LLC is an investment firm that provides a variety of financial services, including portfolio management, financial planning, educational seminars, and publication of periodicals. Goldman Sachs & Co. LLC manages over $222 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Robert Welsh is a registered representative with Wells Fargo Clearing Services, LLC since 2009, and a registered investment advisor with the firm since 2016. Jeffrey has been in the securities industry since 1997, and has been registered in several states, including California, Texas, and Arizona. Jeffrey is a Series 7, 66 and SIE licensed individual. Jeffrey is a licensed representative with Wells Fargo Clearing Services, LLC. The firm is based in Irvine, California, and has offices throughout the United States. Wells Fargo Clearing Services, LLC is a subsidiary of Wells Fargo & Company, a diversified financial services company.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Tsz ching Buk is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since 2001 and is currently registered in California and Texas. Jeffrey holds the Series 63, Series 7, and SIE licenses. Jeffrey has been affiliated with Wells Fargo Clearing Services, LLC since 2016, and with Wells Fargo Advisors LLC since 2011. Previously, Jeffrey was affiliated with WAMU INVESTMENTS, INC. from 2001-2008.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Thomas Raegen is a financial advisor registered with Ameriprise Financial Services, LLC. Jeffrey has been in the industry since May 2001. Jeffrey is registered with the states of Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, and Wyoming. Jeffrey has passed the Series 66, Series 7 and SIE exams. Jeffrey also owns real estate and has a number of other business activities.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey McCoy is a financial advisor at Stifel, Nicolaus & Company, Inc. based in San Diego, CA. Jeffrey has over 30 years of experience in the industry, providing financial advice to clients in a variety of areas. Jeffrey holds the Series 3, 4, 7, 8, 9, 10, 24, 27, 63 and 65 licenses, and is also a Registered Principal. Jeffrey specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Jeffrey previously worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc..

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Stewart Nielsen is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 30 years of experience in the financial services industry. Nielsen has served clients in a variety of capacities including as a Registered Representative and Investment Advisor Representative, working for both Merrill Lynch and Bank of America, N.A. Currently Nielsen is an active representative for Merrill Lynch in Roseville, CA. His prior registration with Great Western Financial Securities Corporation was in Northridge, CA. Nielsen has extensive experience in the financial services industry, including working with individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Glen Johnson is an investment advisor representative with LPL Financial LLC. Jeffrey Glen Johnson has been in the securities industry for 39 years and has been registered with LPL Financial LLC since June 2018. Jeffrey Glen Johnson has been registered with CETERA ADVISOR NETWORKS LLC in the past and has held principal designations for both Series 24 and Series 51. Jeffrey Glen Johnson holds Series 63 and Series 65 licenses, as well as the Series 7 and SIE exams. Jeffrey Glen Johnson currently provides advisory services to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Cougoule is a financial advisor with over 19 years of experience in the industry. Jeffrey is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Previously, Jeffrey was employed by FIRST REPUBLIC SECURITIES COMPANY, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Cunningham is a financial advisor at Wells Fargo Clearing Services, LLC. Jeffrey is registered with the state of California. Jeffrey has been in the industry since 2024 and has been with Wells Fargo Clearing Services, LLC since 3/1/2024. Jeffrey specializes in investment consulting services to institutional clients, financial planning, and pension consulting.

SPECIALIZATIONS