ADVISOR BIO

John Raul Esparza is an Investment Advisor Representative at Halbert Hargrove. John has been in the industry since 2022. John is registered in California and has passed the Series 65 exam. John specializes in portfolio management for individuals, portfolio management for businesses, and financial planning.

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ADVISOR BIO

John Dunphy is a wealth advisor and registered representative with CWM, LLC DBA Carson Partners. John is a veteran in the industry, with experience going back to 1995. He provides wealth management, financial planning, estate planning, and other advisory services. John also works as an insurance agent. He has a broad understanding of the financial markets and has experience working with a variety of clients, including individuals, businesses, and corporations. John is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

John Shaker is an active investment advisor representative with J.P. Morgan Securities LLC. John Shaker has been in the industry since December 10, 2009. John Shaker is registered with FINRA and is currently registered with the states of California and Texas. John Shaker specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

John Michael Valenzuela is a financial advisor at LPL Financial LLC. John has been a financial advisor since 1981 and has over 42 years of experience in the industry. John has a strong track record of success in helping individuals and families achieve their financial goals. John is committed to providing personalized financial advice and investment strategies that are tailored to the unique needs of each client. John holds the Series 7, Series 24, and Series 63 licenses. John is also a registered investment advisor in California.

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ADVISOR BIO

John Allan Chapman is an investment advisor representative with Commonwealth Financial Network and Brookstone Capital Management LLC. John has been in the industry since February 2005. John is registered with the state of California, Colorado and Texas. John offers financial planning services, pension consulting, educational seminars, portfolio management for businesses and individuals, and the selection of other advisors.

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ADVISOR BIO

John Raymond Nelson is a registered Investment Advisor Representative with NFP Retirement Inc. John has been in the financial services industry for over 23 years and has a strong background in providing investment advice and financial planning services. John has held previous positions with Kestra Investment Services, LLC, LPL Financial LLC, and Financial Telesis Inc., among others.

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ADVISOR BIO

John Thomas Norton is an investment advisor representative with a broker-dealer registration in both California and Texas. John has been in the industry since 2017. John is registered with J.P. Morgan Securities LLC and has been with the firm since 2017.

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ADVISOR BIO

John Koji Koyama is a financial advisor associated with LPL Financial LLC in Gardena, CA. John has been in the industry since December 18, 2008 and has an active broker-dealer and investment advisor license. John has passed the Series 63, 65, and 26 exams, and holds SIE and Series 6 licenses. He is registered to provide investment advice in Arizona, California, Hawaii, Nevada, Tennessee, Texas, Utah, and Washington. In addition to his role at LPL Financial LLC, John is also a business owner of Float Spa Clinic in Torrance, CA. John's specializations include Retirement, Education, Estate, Insurance, and Business Planning, and he provides financial planning and consulting to individuals and businesses.

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ADVISOR BIO

John McGrath is a financial advisor with over 20 years of experience in the industry. John holds both Series 6 and 7 licenses, as well as a Series 63 and Series 65. John is a Certified Financial Planner and specializes in retirement planning, investment management, and financial planning services. John is currently registered with EP Wealth Advisors in California and Texas. Prior to joining EP Wealth Advisors, John worked at Charles Schwab & Co., Inc. and Signator Investors, Inc.

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ADVISOR BIO

John George Ulshafer is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Palm Desert, California. John has over 30 years of experience in the financial services industry and holds Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses. John is also registered with the state of California to provide investment advisory services. Previously, John was an advisor with LPL Financial LLC, Morgan Keegan & Company, Inc., A. G. Edwards & Sons, Inc., Prudential Securities Incorporated, American Express Financial Advisors Inc. and IDS Life Insurance Company. John offers a variety of financial services, including financial planning, portfolio management, and educational seminars. John is also able to provide investment advice to individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS