ADVISOR BIO

Jonathan Kish has been a Registered Representative in the financial services industry since April 19, 2005. Jonathan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has experience with JP Morgan Securities LLC, Credit Suisse Securities (USA) LLC, and Associated Securities Corp.. Jonathan offers financial services including advisory services, performance measurement reports, allocation modeling, IPS, research reports and services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Jonathan David Obera is a financial advisor currently registered with Morgan Stanley and has been working in the financial services industry since July 9, 2016. Jonathan Obera holds the Series 66, Series 7 and SIE licenses. Jonathan Obera is registered with the Securities and Exchange Commission (SEC) and with the following states: 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. Jonathan Obera was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Jonathan Savona is a financial advisor with LPL Financial LLC. He is licensed in 25 states, including California, Texas, and New York, and has been in the financial services industry since 2007. Jonathan has a Series 7 and Series 66 license, as well as the SIE exam. He specializes in providing financial planning, portfolio management, and consulting services to individuals and families. Jonathan's previous experience includes working at Lucia Securities, LLC and First Allied Securities, Inc.

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ADVISOR BIO

Jonathan Solis is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan Solis holds a Series 7, Series 66 and SIE license. Jonathan Solis is registered with FINRA and is active in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Jonathan Solis has been in the industry since 2020. Jonathan Solis has passed the Uniform Combined State Law Examination. Jonathan Solis also has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Jonathan Solis offers several advisory services including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services.

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ADVISOR BIO

Jonathan Green is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with a registration date of February 2, 2024. Jonathan is a licensed agent with the Series 63 and Series 66 exams. He is also registered with the FINRA, and holds the Series 7TO and SIE exams. Jonathan has been in the financial industry since December 2019 and has experience at Wells Fargo Clearing Services, LLC. Jonathan Green has a specialty in offering financial planning, investment consulting, and portfolio management services.

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ADVISOR BIO

Jonathan Blanchard Figlin is a financial advisor with Evoke Advisors based in Los Angeles, CA. Jonathan has been in the industry since 2011. Jonathan is registered in California as an Investment Advisor Representative. Previously, Jonathan was a financial advisor with Rim Securities LLC and City National Securities, Inc. Jonathan holds the Series 7, Series 63, and SIE licenses. Jonathan is also a Chartered Financial Analyst. Jonathan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, pooled investment vehicles, and charitable organizations.

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ADVISOR BIO

Jonathan Upham is a financial advisor with over 20 years of experience in the industry. Jonathan has been registered with Sageview Advisory Group, LLC and Sageview Private Client Group, LLC since 2006 and 2016, respectively. Jonathan is a Series 63, 65, 7, and SIE licensed professional. Jonathan specializes in financial planning, portfolio management for individuals and businesses, and retirement planning. Jonathan provides investment advisory services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Jonathan Gonzalez is a financial advisor at Wells Fargo Clearing Services, LLC. Jonathan has been in the financial services industry since February 10, 2023. Jonathan is registered with FINRA and the state of California. Jonathan holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Jonathan Michael Harris is a financial advisor registered with Morgan Stanley. Jonathan has been in the financial services industry since September 1996. Jonathan is registered in 42 states and has the Series 7, Series 3, Series 63, Series 65, SIE and Series 79TO licenses. Jonathan has a total of 4 approved state registrations and 4 approved SRO registrations. Jonathan provides financial planning, pension consulting, asset allocation advice, selection of other advisors, portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies.

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ADVISOR BIO

Jonathan Moffat is an investment advisor representative at Aligned Advisors. Jonathan has been in the industry since 2004 and has a combined Series 66 and Series 7 license. Jonathan specializes in financial planning and portfolio management for individuals. Jonathan is also a board member of Launch Dental, LLC and a partner in DSO CFO, LLC.

SPECIALIZATIONS