ADVISOR BIO

Jaron Wagner is an investment advisor representative at Lido Advisors, LLC. Jaron is a Certified Financial Planner with over 8 years of experience in the financial services industry. Jaron is registered with the state of California, Colorado, and Florida. Jaron has a Series 65 license and specializes in providing financial planning, portfolio management, and selection of other advisors. Jaron has experience working with high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Jaron is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Jason Klocke is a financial advisor with J.P. Morgan Securities LLC. Jason has been in the financial industry since 1998 and has a diverse background in financial services. Jason is a registered representative and investment advisor representative in several states. Jason's specialties include portfolio management for individuals and businesses, as well as financial planning. Jason is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jason Jachimowicz is a financial advisor with Raymond James & Associates, Inc. Jason has been in the financial services industry since June 12, 1997. Jason's firm manages assets for individuals, businesses, investment companies, pooled investment vehicles, insurance companies, banking or thrift institutions, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and high-net-worth individuals. Jason is registered with the state of Texas and Colorado and is licensed to provide financial advice to individuals and families.

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ADVISOR BIO

Jason Black is a financial advisor with Colorado Capital Management. Jason holds the Series 6, 7, 24, 63 and 65 securities licenses, along with the SIE. Jason holds the Certified Financial Planner designation. Jason has been in the financial industry since 2007. Jason is registered to provide investment advisory services in Colorado. Prior to joining Colorado Capital Management, Jason worked at Jackson National Life Distributors LLC in Denver, Colorado. Jason provides investment advisory services to high-net-worth individuals, individuals, and charitable organizations.

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ADVISOR BIO

Jay McMahon is a financial advisor with over 20 years of experience in the industry. Jay currently works for Wells Fargo Advisors Financial Network, LLC. Jay holds Series 7, Series 66 and SIE licenses and is registered in 27 states to provide investment advisory services.

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ADVISOR BIO

Jeffrey Kopina is an investment advisor representative who has been in the industry since 1994. He is currently registered with Key Investment Services LLC in Colorado and California. Jeffrey has previously been registered with several other firms, including NYLIFE Securities LLC, BANCWEST INVESTMENT SERVICES, INC., and EDWARD JONES. Jeffrey holds a Series 7, Series 63, Series 66, and Series 24 license. Jeffrey specializes in providing financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Jeffrey Rafael Shepard is a registered representative with J.p. Morgan Securities LLC. Jeffrey is licensed in Colorado. Jeffrey has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Jeffrey specializes in investment advisory services.

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ADVISOR BIO

Jeffrey Ormes Robinson is a licensed Investment Advisor Representative with Robinson Capital Management LLC. Jeffrey is licensed in Colorado. Robinson Capital Management LLC is a registered Investment Advisor that provides financial planning and portfolio management services. The firm manages assets for individuals, corporations, and high-net-worth individuals. Jeffrey has been with the firm since 2007.

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ADVISOR BIO

Jena L. Schwener is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Boulder, Colorado. Jena has been in the financial services industry since February 5, 2018, and has a wide range of experience serving individual, business, and institutional clients. Jena holds a Series 66, Series 7, and SIE licenses. Jena offers a variety of financial services including portfolio management, financial planning, and investment advisory services.

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ADVISOR BIO

Jenae Turner is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Jenae has been in the industry since June 17, 2011 and has a total of 33 state registrations. Jenae's previous experience includes working at Edward Jones. Jenae is also a branch manager for MainStay Advisors, LLC which is owned by her husband.

SPECIALIZATIONS