ADVISOR BIO

Joshua Matloff Jespersen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has been in the securities industry since August 17, 2006. Joshua is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, and Washington. Joshua also has a Series 7, Series 31, and Series 66 license.

SPECIALIZATIONS

ADVISOR BIO

Joshua Pelz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has over 10 years of experience in the financial services industry. Joshua holds the Series 6, 7, 63 and 66 securities licenses. Joshua is also a Registered Investment Advisor in California and Texas. Joshua is committed to providing his clients with personalized financial advice and investment strategies.

SPECIALIZATIONS

ADVISOR BIO

Joshua Stein is a financial advisor with UBS Financial Services Inc., who has been in the industry since July 2013. Joshua is licensed to provide investment advice in several states, including California, Texas and Arizona. Joshua has a strong background in securities and has passed the Series 7, Series 66 and SIE exams. Joshua is also registered as an Investment Advisor Representative in California and Texas. Joshua has a broad range of experience in working with high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, and charitable organizations.

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ADVISOR BIO

Joshua Kendall is a financial advisor with Mariner Wealth. Joshua has been in the industry since 2013 and has experience working with a variety of clients including individuals, high-net-worth individuals, families, businesses, and institutions. Joshua is registered with the state of California and holds the Series 66, 7 and SIE licenses. Joshua is also a Certified Financial Planner.

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ADVISOR BIO

Joshua Anthony Gutierrez is a registered representative with J.P. Morgan Securities LLC. Joshua Gutierrez is based in ESCONDIDO, CA and is licensed in California. Joshua Gutierrez has been in the securities industry since 2022. Joshua Gutierrez has passed the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Joshua Paul Nunn is a financial advisor with Centura Wealth Advisory. Joshua Nunn has been a registered representative since August 2018. Joshua Nunn has Series 7, SIE and Series 66 licenses and is a Chartered Financial Consultant. The advisor currently has 1 registration, is registered in California and has been with Centura Wealth Advisory since May 2023. Prior to Centura Wealth Advisory, Joshua Nunn was with Financial Sense Securities, Inc. from August 2018 to April 2023. Centura Wealth Advisory has 17 investment advisor representatives, 14 licensed agents, and a total of 20 investment advisory functions. The firm has approximately 642,975,493 in assets under management. Centura Wealth Advisory primarily provides financial planning and portfolio management services to high net worth individuals, individuals other than high net worth, corporations or other businesses, and pension and profit sharing plans.

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ADVISOR BIO

Joshua Khokhar is a financial advisor with Axxcess Wealth Management, LLC, based in Carlsbad, CA. Joshua has been in the industry since 2008 and is a Certified Financial Planner. Joshua has experience working with individuals, families, businesses, and charitable organizations. Joshua is registered to provide investment advice in California and Texas.

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ADVISOR BIO

Joshua J Sangalang is a registered representative of Charles Schwab & Co., Inc. Joshua has been in the securities industry since 2019 and is licensed to provide financial services in 20 states and the District of Columbia. He has been with Charles Schwab & Co., Inc. since 2019. Joshua is a Series 66, Series 7, and SIE licensed advisor. His firm provides a variety of services, including financial planning and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Joshua Yocam is a financial advisor with over 12 years of experience in the industry. Joshua currently works at Raymond James & Associates, Inc. and is licensed in multiple states, including California, Nevada, and Texas. Joshua has a diverse background, having previously worked at Morgan Stanley, Bluerock Capital Markets LLC, Stira Capital Markets Group, LLC, and Oppenheimer & Co. Inc. Joshua has a wide range of experience in financial planning, portfolio management, and providing investment advice to individuals and businesses.

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ADVISOR BIO

Joshua Blake Murphy is a financial advisor at Kestra Private Wealth Services, LLC. Joshua has been in the financial services industry since 2013. Joshua holds the Series 7, Series 63, and Series 66 licenses. Joshua is a registered investment advisor in California and is a member of FINRA. Joshua has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS