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.

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ADVISOR BIO

Jonathan Cabigas Ferrer is a financial advisor currently associated with LPL Financial LLC in SAN DIEGO, CA. Jonathan has been in the financial services industry since May 2012. Jonathan has passed the Series 7, Series 66, Series 24, Series 4, and Series 52TO exams, and is registered to provide securities and investment advisory services in 53 states and territories. In addition to their current role with LPL Financial LLC, Jonathan previously worked at LUCIA SECURITIES, LLC, J.W. COLE FINANCIAL, INC., and FINANCIAL ADVISERS OF AMERICA, LLC.

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ADVISOR BIO

Jonathan Webster is a registered representative with Charles Schwab & CO., Inc. Jonathan has been in the industry for over 2 years and is licensed in all 50 states. Jonathan's focus is on providing financial advice and planning services to clients. Jonathan is also a registered investment advisor representative.

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ADVISOR BIO

Jonathan Ip is a financial advisor with Citigroup Global Markets Inc. Jonathan is registered with the state of California and has been in the industry since 2013. Jonathan has a Series 63 and a Series 65 license and specializes in portfolio management for individuals and businesses, as well as providing financial planning and pension consulting. Jonathan offers a range of services to clients, including asset allocation advice, security ratings, and publication of periodicals. Jonathan is committed to providing clients with the highest level of service and expertise.

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ADVISOR BIO

Jonathan Luis is a financial advisor with UBS Financial Services Inc. based in Los Angeles, California. Jonathan has been in the financial services industry since 2014. Jonathan has a wide range of experience in the financial industry and holds multiple licenses and certifications. In addition to being a registered representative, Jonathan is also a registered investment advisor. Jonathan has a strong commitment to providing personalized financial advice to clients and is dedicated to helping them achieve their financial goals.

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ADVISOR BIO

Jonathan Rhys Norberg is a registered representative of Wedbush Securities Inc., and has been in the industry since June 17, 2016. Jonathan is licensed in 38 states and the District of Columbia. Jonathan has worked at Standard Investment Chartered Incorporated and Wedbush Securities Inc. Jonathan is a securities principal and has passed the Series 7, Series 24, and Series 66 exams. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jonathan is committed to providing his clients with personalized service and investment advice that meets their individual needs.

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ADVISOR BIO

Jonathan Ho Wang is an investment advisor representative associated with Charles Schwab & CO., Inc. in Brea, California. Jonathan has been in the financial services industry since 2013. Jonathan holds the Series 7 and Series 66 licenses as well as the SIE exam. Jonathan has been registered with the Financial Industry Regulatory Authority (FINRA) since February 1, 2018. Jonathan has worked for several financial institutions over the years, including Fidelity Brokerage Services LLC and TD Ameritrade. Jonathan is also a Certified Financial Planner.

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ADVISOR BIO

Jonathan Whitmore is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Jonathan has been in the financial industry since 2022. Jonathan has a Series 66, Series 7, and SIE license and specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Jonathan also serves as an elder on the elder board for Renew Church OC, a non-profit religious organization.

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ADVISOR BIO

Jonathan Samuel Beck is a financial advisor registered with Osaic Wealth, Inc. Jonathan has been a financial advisor for over 13 years and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Jonathan offers a variety of services to clients, including financial planning, portfolio management, pension consulting, and educational seminars. Jonathan is also a registered investment advisor in 10 states: California, Connecticut, Florida, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Rhode Island, and Texas.

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ADVISOR BIO

Jonathan Yuri Freeman is a financial advisor with Presidio Capital Management, LLC. Jonathan has been in the industry since March 2010 and is registered with the state of California. Jonathan specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jonathan also provides services for the selection of other advisors.

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