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

Horace Mann Investors, Inc.

location

San Diego, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Sturcken is a financial advisor with Horace Mann Investors, Inc. She has been in the industry since November 17, 2014. Jessica holds the Series 6, 63, and 26 licenses as well as the SIE. She has been registered with the state of California since October 14, 2019. Jessica is registered in 6 states and offers a wide range of financial services.

SPECIALIZATIONS

Selection of Other Advisors
Unclaimed
location

Palo Alto, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Flores is a registered representative and investment advisor representative, with over 10 years of experience in the financial services industry. Jessica currently works for Morgan Stanley, a firm with over $10 billion - $50 billion in assets under management. The firm serves a variety of clients, including individuals, corporations, pension plans, insurance companies, and government entities. The firm provides a wide range of financial services, including investment management, financial planning, and retirement planning. Jessica has a strong track record of success in helping her clients achieve their financial goals. Jessica has passed the Series 7TO, Series 66, and SIE exams, and has earned registrations in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jessica is a member of the Woodside Pony Club, where she serves as an instructor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Newport Beach, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Ann Sheaffer is a registered representative with Morgan Stanley. Jessica is registered to provide investment advice in 46 states and the District of Columbia. Jessica has been in the securities industry for 8 years. Jessica offers a wide range of financial services, including financial planning, asset allocation advice, and portfolio management. Jessica has experience working with high-net-worth individuals, corporations, and other institutions. Jessica has a series 7, 66, and SIE license. Jessica's firm, Morgan Stanley, is a global financial services firm with approximately $10 billion to $50 billion in assets under management. Morgan Stanley provides investment banking, securities, investment management, and wealth management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Weiss is a financial advisor with over 20 years of experience in the industry. She is currently registered with Wells Fargo Clearing Services, LLC. Jessica is a licensed broker and investment advisor, and she holds Series 7, Series 63, and SIE licenses. Prior to joining Wells Fargo Clearing Services, LLC, Jessica worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Jessica specializes in providing investment advisory services to individuals, businesses, and institutions.

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

U.s. Bancorp Investments, Inc.

location

El Cajon, CA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jessica Mohrman is a financial advisor currently working with U.S. Bancorp Investments, Inc. Jessica has been in the financial industry since 2003. Jessica is registered in 16 states to provide financial advice. Prior to joining U.S. Bancorp Investments, Inc., Jessica worked with BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO INVESTMENTS, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Chew is a financial professional with J.p. Morgan Securities LLC, a firm headquartered in New York, NY. Jessica has been in the industry since 2019 and holds Series 7TO, Series 66 and SIE licenses. Jessica is currently registered with the firm in the San Francisco, CA branch office. Jessica's current employment began in 2019, and Jessica has a range of specializations.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

San Francisco, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Kohler is a financial professional with over 14 years of experience in the industry. Jessica is a registered representative with Charles Schwab & Co., Inc. and has Series 7, 9, 10 and 63 licenses. Jessica is currently registered in California, Colorado and Nebraska. Jessica specializes in financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

J.p. Morgan Securities LLC

location

LA VERNE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jessica M. Ramirez leon is a registered representative and investment advisor representative at J.p. Morgan Securities LLC. Jessica has been in the industry since January 2023 and is registered in California. Jessica has passed the Series 63, Series 6TO and SIE exams. Jessica specializes in Investment Company Products, Variable Annuities, Mutual Funds, UITs, ETFs, and Fixed Annuities.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

IRVINE, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Moon is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jessica has been in the financial services industry since 2006. Jessica is a registered representative in California. Jessica holds FINRA Series 7, 24 and 66 licenses. Jessica has worked with a wide variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Jessica also specializes in pension consulting, portfolio management, and financial planning.

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

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Monroy is a registered representative with J.p. Morgan Securities LLC, licensed in California. Jessica has been in the industry for 1 year. Jessica holds the Series 63, Series 6TO and SIE licenses.

SPECIALIZATIONS

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

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