ADVISOR BIO

Jose L. Zavaleta is a financial advisor currently registered with Morgan Stanley. Jose L. Zavaleta has been in the financial industry since March 18, 1998. Jose L. Zavaleta has passed the Series 63, Series 65, Series 7 and SIE exams. Jose L. Zavaleta is licensed to conduct business in 33 states and has 4 approved registrations through FINRA. Jose L. Zavaleta has previous experience with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY SMITH BARNEY.

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ADVISOR BIO

Jose Carlos Lopez is a registered representative with J.P. Morgan Securities LLC, working in the San Diego, California area. Jose has worked in the financial industry since 2014 and has held licenses with both J.P. Morgan Securities LLC and Unionbanc Investment Services, LLC in the past. Jose holds Series 6, 7TO, 63, and 66 licenses and is currently registered with the states of California, Texas, Alabama, Arizona, Florida, Georgia, Illinois, Maine, Massachusetts, Nevada, New York, Ohio, Oregon, Puerto Rico, South Dakota, Utah, Virginia, Washington, and Wisconsin. Jose focuses on financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Jose Ramiro Fernandez-ramirez is a financial advisor at Fidelity Personal And Workplace Advisors. Jose is registered to provide investment advice in California and Texas. Jose specializes in providing financial planning, educational seminars, and selection of other advisors. Jose also provides portfolio management services for both businesses and individuals.

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ADVISOR BIO

Jose Jimenez is an investment professional with over 10 years of experience in the financial industry. Jose is a Registered Representative and Investment Advisor Representative at J.p. Morgan Securities LLC. Jose is licensed in 53 states and is committed to providing his clients with personalized financial advice.

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ADVISOR BIO

Jose A. Rojo Enriquez is a registered representative with J.P. Morgan Securities LLC and is based in Irvine, California. Jose has over 9 years of experience in the securities industry. Jose holds the Series 6, Series 63 and Series 6TO licenses. The advisor has been active in the industry since 2014. Currently, the advisor is a registered representative with J.P. Morgan Securities LLC. This advisor specializes in various areas, including Mutual Funds, Variable Annuities, Stocks, Bonds, and Options.

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ADVISOR BIO

Jose Armando Landeros is a financial advisor currently working for Raymond James & Associates, Inc. Jose holds Series 7, Series 66 and SIE licenses. Jose has been in the industry since 2005. Prior to Raymond James & Associates, Inc. Jose worked for MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and CITIGROUP GLOBAL MARKETS INC. Jose has a strong background in providing financial advice to a variety of clients, including individuals, corporations, and institutions. Jose's focus is on helping clients reach their financial goals.

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ADVISOR BIO

Jose Salcedo is a financial advisor at Wealthbuilders Investments, a firm based in Englewood, CO. Jose has been in the financial services industry since 1994. Jose has a strong background in providing financial planning and portfolio management services to individuals. Jose also specializes in working with high-net-worth individuals and charitable organizations. In addition to his financial services experience, Jose holds a Series 7, Series 63, and Series 65 license.

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ADVISOR BIO

Jose Luis Ramos is an investment advisor representative who has been in the financial industry since December 13, 2011. Ramos is registered with Ameriprise Financial Services, LLC. Ramos is licensed to conduct business in California. Ramos provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Jose Rubio is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Jose has been in the financial services industry since 2010. He is a registered representative in California and Texas. Prior to joining Wells Fargo, Jose was employed at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jose has passed the Series 6, 7, 63, and 65 exams. His certifications demonstrate that he possesses the knowledge and experience to advise clients on a wide range of financial products and services.

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ADVISOR BIO

Jose Luis Rosales is a financial advisor who has been in the industry since 2013. He is currently registered with LPL Financial LLC in YUBA CITY, CA. He is also registered as an Investment Advisor Representative in California. Jose Luis Rosales has experience in various financial institutions, including Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. He has a diverse range of licenses and qualifications. His specializations include a wide array of financial planning and investment management services. He is committed to providing comprehensive financial advice and guidance to individuals and families.

SPECIALIZATIONS