ADVISOR BIO

Jeffrey Dean Gorgen is a financial advisor in San Diego, CA who has been working in the industry since 1999. Jeffrey is currently registered with U.s. Bancorp Investments, Inc. Jeffrey has a variety of specializations, including retirement planning, investment planning, and asset management.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey David Wiseman is a financial advisor currently affiliated with Cresset Asset Management, LLC. Jeffrey Wiseman has been working in the financial industry since 1993 and has a Series 7, Series 63, and SIE. Jeffrey Wiseman has previously worked at UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey Wiseman holds a license to provide investment advisory services in California. Jeffrey Wiseman's firm provides investment advisory services such as financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Myers is an investment advisor representative (IAR) associated with Integrated Wealth Concepts LLC and is registered in California. Jeffrey is also a Managing Partner at WRIGTH FORD YOUNG & CO. Jeffrey is a licensed Certified Public Accountant (CPA) and has been in the industry since 2007. Jeffrey is a registered investment advisor representative (IAR) with Integrated Wealth Concepts LLC, which specializes in providing financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Wheeler is a registered investment advisor representative with The Wealth Collaborative, Inc. Jeffrey has been in the industry since October 2007. Jeffrey specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. The Wealth Collaborative, Inc. is a firm based in Westlake Village, California. Jeffrey's current registrations include California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Charles Lloyd Wolman is an Investment Advisor Representative associated with the firm Jeffrey Charles Lloyd Wolman, based in Culver City, California. Jeffrey Charles Lloyd Wolman is also a Registered Investment Advisor with the state of California. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also select other advisors for their clients. Jeffrey Charles Lloyd Wolman’s other business is primarily business management services, primarily for individuals in the entertainment business.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Sundberg is a financial advisor who has been in the industry since 1995. He is currently registered with Charles Schwab & CO., Inc., where he has held the position of Registered Representative since 2022. Jeffrey has previously worked with TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Franklin/Templeton Distributors, Inc. Jeffrey holds Series 6, 7, 9, 10, 63 and 66 licenses. Jeffrey is also licensed in multiple states including Arizona, California, District of Columbia, Florida, Idaho, Minnesota, Nevada, New York, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Jeffrey's specialties include Portfolio Management for Individuals, and Financial Planning.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Moeser is a financial advisor with Fidelity Personal And Workplace Advisors. Jeffrey has been in the financial industry since February 20, 2024 and has a Series 7TO, Series 66 and SIE license. Jeffrey is registered to offer investment advice in California, Arizona, Colorado, Connecticut, Georgia, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Anthony Wilson is a registered investment advisor representative with RBC Capital Markets, LLC. Jeffrey has been in the securities industry since January 11, 2021, and has a Series 63, 65, 7TO, and SIE. Jeffrey's previous employer was TD Ameritrade, Inc. Jeffrey has experience with various client types including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Jeffrey also has experience with various advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jeffrey has a specialization in 1, 2, 3, 4, 5, 6, and 10.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Paul Warnock is an Investment Advisor Representative with Burnham Gibson Wealth Advisors, LLC. Jeffrey is a highly experienced professional in the financial services industry, having worked in the field since 1986. Jeffrey has a wide range of experience in various financial areas. He is registered with the state of California as an Investment Advisor Representative and also holds licenses in Arizona, Florida, Hawaii, Nevada, Texas. Jeffrey is a dedicated and experienced financial advisor who is committed to helping individuals and businesses reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Chin Won has been in the financial services industry for over 35 years. Jeffrey is currently registered with Morgan Stanley in California and Texas. Prior to joining Morgan Stanley in 2009, Jeffrey was affiliated with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc., both in Sacramento, California. Jeffrey holds both Series 63 and 65 licenses and is a registered representative with FINRA and a registered investment advisor representative in several states. Jeffrey specializes in portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS