ADVISOR BIO

Johnson Leung is an investment advisor representative at Wells Fargo Clearing Services, LLC. Johnson has been in the industry since 2001 and has a wide range of experience working with individual clients, institutions, and businesses. Johnson is registered in 16 states and specializes in investment consulting services, financial planning, pension consulting, and portfolio management.

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John thomas Patton is a financial advisor with Ameriprise Financial Services, LLC. John thomas has been in the industry since 2019 and has a Series 7TO, SIE, and Series 66 license. John thomas is registered in 18 states and is also registered to offer investment advisory services in California and Texas. Ameriprise Financial Services, LLC offers a variety of financial planning and investment services for individuals, businesses, and trusts.

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ADVISOR BIO

John Victor Gabriel Castillo is a financial professional registered with J.p. Morgan Securities LLC and holds a Series 63, Series 79TO and SIE licenses. John Victor Gabriel Castillo is registered with the state of 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. John Victor Gabriel Castillo provides financial planning, pension consulting, selection of other advisers and portfolio management for businesses and individuals.

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ADVISOR BIO

Johny Gobind Makhijani is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry since 2001. Johny Gobind Makhijani holds the Series 66, Series 7 and SIE licenses. Johny Gobind Makhijani is registered with the states of California, Colorado, Delaware, District of Columbia, Idaho, Kansas, Maryland, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas and Utah. Johny Gobind Makhijani has been registered with Ameriprise Financial Services, LLC since March 2020 and was previously registered with IDS LIFE INSURANCE COMPANY. Johny Gobind Makhijani's office is located in Tustin, California. Johny Gobind Makhijani specializes in providing investment advice to individuals, businesses, pension and profit sharing plans, charitable organizations, and insurance companies.

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ADVISOR BIO

Joice Victoria Lee is a registered representative with U.S. Bancorp Advisors, LLC, and has been in the industry since 2001. Joice Victoria Lee is licensed in 26 states and holds the Series 66, Series 7, and SIE exams. Joice Victoria Lee specializes in providing portfolio management services for individuals and businesses. U.S. Bancorp Advisors, LLC has been providing advisory services since 1998, and has offices in Glendale, CA.

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Jolene Albrecht is a financial advisor at UBS Financial Services Inc. with over 25 years of experience in the financial industry. Jolene has held several positions at various firms including WELLS FARGO ADVISORS, LLC, EURO PACIFIC CAPITAL, INC., UMPQUA INVESTMENTS, INC., UBS FINANCIAL SERVICES INC., WELLS FARGO INVESTMENTS, LLC, CITIGROUP GLOBAL MARKETS INC., U.S. BANCORP PIPER JAFFRAY INC., E*OFFERING and CRUTTENDEN ROTH INCORPORATED. Jolene is registered in 29 states and holds Series 63, Series 7 and SIE licenses.

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Jolene Louise Bennett is a financial professional with over 5 years of experience in the industry. Jolene is currently registered with LPL Financial LLC and has held a previous role at Cambridge Investment Research, Inc. Jolene is licensed to provide investment advice and financial planning services. Jolene is committed to helping clients reach their financial goals.

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ADVISOR BIO

Jolene Danielle Weston is a registered investment advisor with Morgan Stanley. Jolene Weston has been in the financial industry since 2010 and is licensed to provide investment advice in multiple states. Jolene Weston has extensive experience in financial planning and portfolio management, and is dedicated to providing personalized services to help her clients achieve their financial goals.

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Joli Melissa Altshule is a financial professional with over 19 years of experience in the industry. Joli is currently registered with Goldman Sachs & Co. LLC in Century City, CA. Prior to joining Goldman Sachs, Joli was a registered representative with Deutsche Bank Securities Inc. in New York, NY. Joli has a wide range of experience and holds multiple licenses and certifications, including Series 3, 7, 57TO, and 63. Joli is also a licensed Investment Advisor Representative. Joli's expertise and experience are well-suited to meet the investment needs of a wide range of clients.

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ADVISOR BIO

Jolie Thai is a financial advisor with UBS Financial Services Inc. She is based in Pasadena, California and has been in the industry since 2010. Jolie has Series 66, Series 7 and SIE licenses and is registered with FINRA and several state securities authorities, including California. She offers financial planning services, educational seminars, portfolio management, and selection of other advisors. Jolie previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in Los Angeles, California.

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