ADVISOR BIO

Joanne Masuda-cox is an investment advisor representative associated with Morgan Stanley. Joanne Masuda-cox has been in the securities industry for 12 years and has been with Morgan Stanley since August 2019. Prior to Morgan Stanley, Joanne Masuda-cox was registered with UBS Financial Services Inc. from April 2012 to September 2019 and Morgan Stanley Smith Barney from May 2011 to May 2012. Joanne Masuda-cox is licensed to sell securities in several states including California, Texas, Alaska, Arizona, Arkansas, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Kentucky, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Utah, and Washington. Joanne Masuda-cox has passed the Uniform Combined State Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination.

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ADVISOR BIO

Joanne M. Crowley is a registered representative with Equitable Advisors, LLC, working in the Woodland Hills office. Joanne M. Crowley has been working in the securities industry since August 2011. Joanne M. Crowley is also registered as an investment advisor representative in California. Joanne M. Crowley holds the Series 7, Series 66 and SIE securities licenses. Joanne M. Crowley provides financial planning services to individual clients, as well as portfolio management for both businesses and individuals.

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ADVISOR BIO

Joanne Mungall is a financial advisor at Commonwealth Financial Network. Joanne has been in the financial industry since 1994. Joanne has a wide range of experience and expertise, including financial planning, portfolio management, and insurance. Joanne has been a Registered Representative since 1992. Joanne has worked with a number of firms throughout her career, including Transamerica Financial Advisors, Inc., Associated Securities Corp., and Pacific Select Distributors, Inc. Joanne is a Certified Financial Planner and holds the Series 6, 7, 31, 63 and 65 securities licenses. Joanne is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Joanne Beltran Jefferson is a financial advisor with J.P. Morgan Securities LLC, registered in California, Connecticut, New Jersey, and New York. Joanne has been in the industry since 2018 and has a Series 6, Series 63 and SIE license. Joanne's previous experience includes roles with WELLS FARGO CLEARING SERVICES, LLC and J.P. Morgan Securities LLC in Vallejo, CA and San Francisco, CA. Joanne specializes in working with a variety of client types including high net worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Joanne Liao Kuy is a financial advisor with over 20 years of experience in the industry. Joanne has been with THE Ayco Company, LP since 2001. Joanne is registered with FINRA and is a licensed investment advisor in several states, including California, Texas, and others. Joanne's specializations include investments, financial planning, retirement planning, and education planning.

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ADVISOR BIO

Joanne Vong is a financial advisor with Transamerica Financial Advisors, Inc., a firm with over $1 billion - $10 billion in assets under management. Joanne is registered to offer securities in California and has passed the Series 63, Series 6TO, and SIE exams. Joanne specializes in offering financial advice to individuals and selecting other advisors for clients.

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ADVISOR BIO

Joanne Gordon is a financial advisor with Wells Fargo Clearing Services, LLC, and has been in the industry since 1993. She is registered with the state of California and Texas as both a Registered Representative (Series 7) and Investment Advisor Representative (Series 65). Joanne has worked for UBS Financial Services Inc. and Lehman Brothers Inc. in the past. She is a Series 63 and Series 65 holder, having passed the exams in 1997. Joanne holds the SIE and Series 7 licenses as well.

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ADVISOR BIO

Joanne Elizabeth Steenson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in LOS ANGELES, CA. Joanne has been in the financial services industry since 1999 and has been registered with Merrill Lynch since 2009. Previously, Joanne worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and BA INVESTMENT SERVICES, INC.. Joanne holds licenses Series 6, 7, 63 and 66. Joanne specializes in providing financial advice to individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, high-net-worth individuals, and state or municipal government entities.

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ADVISOR BIO

Jo-anne L Guinane-jones is a financial advisor with UBS Financial Services Inc., registered with the state of California. Jo-anne has been in the industry since 2012. Jo-anne holds the Series 66, Series 7 and SIE licenses. Jo-anne has previous experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jo-anne is registered in several states and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Jo-anne Marie Jessee is a registered representative with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management. Jo-anne has a strong background in financial services, having worked with a variety of companies in the past. Jo-anne is committed to providing her clients with personalized financial advice and guidance.

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