ADVISOR BIO

Julian Duron is a registered investment advisor representative with J.P. Morgan Securities LLC. Julian has been in the securities industry since 2021 and is licensed in 53 states. Julian is also licensed as an investment advisor representative in California and Texas. Julian has obtained several licenses including Series 7, Series 66 and SIE. The firm J.P. Morgan Securities LLC manages over $249 billion in assets and provides financial planning, pension consulting and portfolio management services to individuals, businesses and institutions.

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ADVISOR BIO

Julian Cruz is a financial advisor registered with LPL Financial LLC and holds the Series 7 and Series 66 licenses. Julian has been in the financial industry since 2013. Previously, Julian has been registered with Edward Jones and BancWest Investment Services. Julian is based in Stockton, CA and is licensed to provide financial services in California, Georgia, Missouri, Montana, Nebraska, New York, Pennsylvania, and Utah. Julian is also a board member of the Community Center for the Blind & Visually Impaired.

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ADVISOR BIO

Julian Capen is an active broker-dealer and investment adviser representative with Morgan Stanley. Julian has been in the financial services industry since 2015. Julian has experience with AXA Advisors, LLC and Morgan Stanley. Julian is licensed in 53 states and the District of Columbia, including California and Texas. Julian holds Series 66, SIE, and Series 7 licenses and has experience in financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice.

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ADVISOR BIO

Julian Martinez is a financial advisor with Pathstone, a firm providing financial services. Julian has a background in the financial services industry with prior experience at UBS Financial Services Inc., Sanford C. Bernstein & Co., LLC and Pruco Securities, LLC. Julian holds licenses in California and focuses on providing financial planning, portfolio management and family office services.

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ADVISOR BIO

Julian Do Quyen Le is a financial advisor who has been working in the industry since March 15, 2018. Julian is registered with the Securities and Exchange Commission (SEC) and is a registered representative with Morgan Stanley. Julian holds the Series 66, Series 7, and SIE licenses. Julian is registered in 53 states, including California, Texas, and Alabama. Julian has experience in financial planning, pension consulting, and asset allocation advice.

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ADVISOR BIO

Julian Camilo Castiblanco canon is a financial advisor with over five years of experience in the financial services industry. Julian is a registered representative and investment advisor representative with Cuso Financial Services, LP, a national financial services firm headquartered in San Diego, California. Previously, Julian worked at Wescom Financial Services in Orange, California. Julian is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Julian holds Series 7, 63, and 66 licenses and has a Bachelor of Science degree in Finance.

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ADVISOR BIO

Juliana Barba is an investment advisor representative with UBS Financial Services Inc., licensed in California and Texas. Juliana has been in the industry since 2024 and has a combined Series 7 and Series 66 licenses. Juliana is registered with FINRA and is active in both the broker-dealer and investment advisor capacities. Juliana offers financial planning, portfolio management, and other services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Juliana M. Matson is a financial advisor with over 17 years of experience in the financial industry. Juliana has a strong track record of success working with both individuals and businesses. Currently, Juliana is with J.p. Morgan Securities LLC, but previously worked with BOFA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA SECURITIES LLC. Juliana holds the Series 63, 24, SIE, 79, and 7 licenses.

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ADVISOR BIO

Juliana Ji is a registered representative with Principal Securities, Inc. Juliana is a financial professional with over 20 years of experience in the industry. Juliana has a Series 6, Series 63, and SIE licenses. Juliana has held previous roles at PRUCO SECURITIES, LLC. and WORLD GROUP SECURITIES, INC.. Juliana has a specialization in helping clients with retirement planning, college savings, and estate planning. Juliana is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Juliana Sung Woo is a financial advisor with Transamerica Financial Advisors, Inc. who has been in the industry since 2018. Juliana holds Series 6, Series 63, and SIE licenses and is registered with the state of California. Juliana has a strong background in investment company products and variable contracts. She is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS