Years of Experience
5-20+ Years
FAIR OAKS, CA
39 Years Experience
2 Disclosures
ADVISOR BIO
Joyce Ann Blonskij is a registered Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., who has been in the industry since 1985. Joyce Ann has a wide range of experience in the industry, including serving as an Independent Insurance Agent and a Health Coach. Joyce Ann holds several licenses and certifications, including Series 3, 7, 8, 9, 10, 63, and SIE. Joyce Ann's primary focus is on providing financial planning and portfolio management services to both individuals and businesses.
SPECIALIZATIONS
SAN RAFAEL, CA
0 Disclosures
ADVISOR BIO
Joyce Franklin is a certified financial planner with over 24 years of experience in the financial services industry. Joyce is currently registered as an Investment Advisor Representative with Mission Wealth Management, LP and Jlfranklin Wealth Planning. Joyce offers financial planning services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Joyce specializes in wealth management, retirement planning, estate planning, and tax planning. Joyce is also a published author and podcaster, sharing her expertise and insights on financial matters.
SPECIALIZATIONS
Huntington Beach, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Joyce ching yi Chuang is a financial professional licensed in 24 states. Joyce ching yi Chuang has been in the industry since 2017. Joyce ching yi Chuang is currently registered with Citigroup Global Markets Inc. and has been with the firm since 2017. Joyce ching yi Chuang has experience providing services for high-net-worth individuals, corporations, and other businesses. Joyce ching yi Chuang's specialization includes asset allocation, financial planning, and pension consulting.
SPECIALIZATIONS
LOS ANGELES, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Joy tatiana Kasakian is a registered representative and investment advisor representative at J.P. Morgan Securities LLC. Joy tatiana has been in the industry since September 18, 2023 and has a Series 63, Series 79TO and SIE licenses. Joy tatiana is registered in 53 states and is currently located at the J.P. Morgan Securities LLC branch office in Century City, CA.
SPECIALIZATIONS
WALNUT, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
J Paul Caesar Herrera is an investment professional with experience in the financial services industry. J Paul Caesar Herrera is currently registered with Wells Fargo Clearing Services, LLC, and holds the following licenses: Series 63, Series 6TO, and SIE. J Paul Caesar Herrera has a strong track record of providing financial advice and investment management services.
SPECIALIZATIONS
ORANGE, CA
34 Years Experience
5 Disclosures
ADVISOR BIO
J. paul Escudero is a financial professional with over 30 years of experience in the industry. J. paul Escudero is registered with Cetera Investment Advisers LLC and Orange Capital Management, Inc. J. paul Escudero provides financial planning and portfolio management services to individuals, businesses, and retirement plans. J. paul Escudero also offers educational seminars on financial topics. J. paul Escudero is a Certified Financial Planner™.
SPECIALIZATIONS
ORANGE, CA
0 Disclosures
ADVISOR BIO
Ju Hwan Oh is an Investment Advisor Representative at Unity Wealth Partners. Ju Hwan Oh has been working in the financial services industry since 2013 and holds Series 63, 65, 22TO and SIE licenses. Ju Hwan Oh also holds a CPA license. Unity Wealth Partners is a registered investment adviser firm located in Orange, CA. The firm specializes in providing financial planning, portfolio management for individuals and investment companies, and selection of other advisers.
SPECIALIZATIONS
FOLSOM, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Juan Manuel Vargas is an investment advisor representative who has been in the financial industry since 2007. He is currently registered with Osaic Wealth, Inc. in California and Texas. Previously, Juan Manuel Vargas was registered with Securities America, Inc. and Woodbury Financial Services, Inc.. Juan Manuel Vargas has passed the Series 6, Series 7TO, Series 26, and Series 63 exams. Juan Manuel Vargas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
IRVINE, CA
18 Years Experience
1 Disclosures
ADVISOR BIO
Juan Manuel Guerrero is a financial advisor who has been in the industry since 2007. Juan Manuel holds licenses in California, Colorado, Indiana, Nevada, Oregon, South Carolina and Texas. Juan Manuel Guerrero is a registered representative with Pruco Securities, LLC. Juan Manuel is based in Irvine, CA.
SPECIALIZATIONS
Roseville, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Juan Jose Gonzales-Gascon is a financial advisor at Ameriprise Financial Services, LLC, with experience in the financial services industry since 2024. Juan Jose is registered to provide investment advice in California. Juan Jose holds the Series 66, Series 7TO and SIE securities licenses. Juan Jose's practice focuses on providing financial planning and portfolio management for individuals, businesses, and retirement plans.
SPECIALIZATIONS