Years of Experience
5-20+ Years
NEW HAVEN, CT
0 Disclosures
ADVISOR BIO
Josip Pehar is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Josip is registered with the state of Missouri and has been in the industry since July 2023. He holds the Series 65 license and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Josip is also a Reserve Command Master Chief in the U.S. Coast Guard Reserve.
SPECIALIZATIONS
STAMFORD, CT
17 Years Experience
0 Disclosures
ADVISOR BIO
Joy Ragland is a financial professional with over 14 years of experience in the industry. Joy is currently registered with AMG Distributors, Inc. in Stamford, CT. Joy holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Joy is registered in Connecticut and New York.
SPECIALIZATIONS
No specializations listed.
SOUTHINGTON, CT
26 Years Experience
0 Disclosures
ADVISOR BIO
Joy Beatrice-cody is a financial advisor with over 23 years of experience in the industry. Joy is currently registered with LPL Financial LLC in SOUTHINGTON, CT. Joy has held previous roles with Ameritas Investment Company, LLC, Mutual of America Life Insurance Company and Hartford Equity Sales Company Inc. Joy holds the Series 6, SIE and Series 63 licenses. Joy specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
Westport, CT
47 Years Experience
2 Disclosures
ADVISOR BIO
Joyce Goldfarb is a financial advisor with over 40 years of experience in the financial services industry. Joyce has been a registered representative with Morgan Stanley since 2009. Prior to that, Joyce worked at Citigroup Global Markets Inc. from 1993 to 2007 and Lehman Brothers Inc. from 1977 to 1993. Joyce is licensed in 43 states and holds several securities licenses.
SPECIALIZATIONS
WEST HARTFORD, CT
0 Disclosures
ADVISOR BIO
Joyce Virginia Bloomquist is a Certified Financial Planner with over 20 years of experience in the financial services industry. Joyce has worked with a variety of financial firms including Pacific Asset Management, LLC, Sagemark Wealth Management, LLC, Soundmark Wealth Management LLC, Vestory Investment Advisory, Vestory LLC, Apella Capital, LLC and is currently associated with Empirical Wealth Management. Joyce holds a Series 65 license and is registered as an Investment Advisor Representative in Connecticut and Washington. Joyce specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
SPECIALIZATIONS
Middlefield, CT
22 Years Experience
0 Disclosures
ADVISOR BIO
Juan Ramon Pedraza has over 20 years of experience in the financial services industry. Juan Ramon currently works with State Farm Investment Management Corp, a firm with over $10 billion in assets under management. Prior to joining State Farm, Juan Ramon was a registered representative with State Farm VP Management Corp. Juan Ramon holds Series 6 and Series 63 licenses and also is a licensed insurance agent in Connecticut.
SPECIALIZATIONS
FAIRFIELD, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
Juan Carlos De choudens is an investment advisor representative with J.P. Morgan Securities LLC. Juan has been in the industry since 2001. Juan has been registered with the Securities and Exchange Commission (SEC) since 2012. Juan also holds a Series 7, Series 66, and SIE. Juan has been registered in 22 states, including Connecticut, Texas, California, and Florida. In addition to being registered with J.P. Morgan Securities LLC, Juan previously worked for Chase Investment Services Corp., Source Capital Group, Inc., and Citigroup Global Markets Inc. Juan also owns and operates CoreBev Group Inc., a beverage company.
SPECIALIZATIONS
Stamford, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Juan Pablo Garza is a registered investment advisor representative with AllianceBernstein LP. Juan has been in the securities industry since 2018 and holds the following licenses: Series 63, Series 65, Series 7, Series 9, Series 10, and the SIE exam. Juan has worked at AllianceBernstein LP since 2017. Juan's previous experience includes roles at Northwestern Mutual and Sanford C. Bernstein & Co., LLC.
SPECIALIZATIONS
Avon, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Juan Ruiz is a registered representative with J.p. Morgan Securities LLC. Juan has been in the industry since August 2021 and is licensed in Connecticut, New Jersey, and New York. Juan holds the Series 63, Series 6TO, and SIE licenses. J.p. Morgan Securities LLC is a registered investment advisor with over $50 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services for individuals and businesses.
SPECIALIZATIONS
NORWALK, CT
2 Years Experience
0 Disclosures
ADVISOR BIO
Juan Jesus Sanchez is a financial professional with experience in the securities industry. Juan has a Series 63, Series 6TO and SIE licenses and is registered to provide investment advice in Connecticut, New Jersey and New York. Juan is currently employed with J.P. Morgan Securities LLC, and works in the Norwalk, CT branch office.
SPECIALIZATIONS
