ADVISOR BIO

Jacob Arinus is a financial advisor in Boca Raton, FL, with 36 years of experience in the industry. Jacob is registered with Raymond James & Associates, Inc. and has a Series 6, Series 7, and SIE license. Jacob is currently registered to offer investment advice in 14 states. Before joining Raymond James & Associates, Inc., Jacob worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jacob provides financial planning services to individuals, businesses, insurance companies, charitable organizations, corporations, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Jacob Andrew Bryant is a financial advisor with over 15 years of experience in the financial services industry. Jacob is currently registered with UBS Financial Services Inc. in Florida and Texas. Jacob has previously been registered with J.P. Morgan Securities LLC, Chase Investment Services Corp., and Ameriprise Financial Services, Inc. Jacob holds a Series 7, Series 66, and SIE licenses. Jacob provides financial planning, portfolio management, and pension consulting services to individual and corporate clients.

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ADVISOR BIO

Jacqueline Marie therese Grellinger is a financial advisor at Pruco Securities, LLC. Jacqueline has been working in the financial services industry since 2011 and has experience with a variety of financial products and services. Jacqueline is registered with FINRA and holds the Series 7, Series 63 and SIE licenses.

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ADVISOR BIO

Jacqueline Reeves is an investment advisor representative with Bryn Mawr Capital Management, LLC. Jacqueline has been in the securities industry for over 30 years. Jacqueline has a Series 7, 24, 63, 65, 86, and 87 license. Jacqueline works with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and other businesses. Jacqueline's specialties include financial planning, portfolio management, and sub-advisory services. Jacqueline's previous experience includes positions at Ryan Beck & Co., Putnam Lovell NBF Securities Inc., Salomon Smith Barney Inc., Salomon Brothers Inc., Janney Montgomery Scott Inc., CS First Boston Corporation, Rothschild Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Jacques Rene Elmaleh is a financial advisor registered with The Colony Group, LLC in Boca Raton, FL. Jacques Elmaleh has been a registered investment advisor since 2019 and has over 15 years of experience in the financial services industry. Jacques Elmaleh is a Chartered Financial Analyst and specializes in providing financial planning, investment management, and other advisory services to individuals, families, and institutions. Jacques Elmaleh's experience includes working with Steinberg Global Asset Management, and The Colony Group, LLC.

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ADVISOR BIO

Jaime Diaz is a financial advisor with over 40 years of experience. Jaime is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Florida and Louisiana. Jaime is a Series 1, Series 6, Series 22 and SIE licensed advisor who specializes in a variety of financial products and services. Jaime's experience includes working with high-net-worth individuals, pension and profit-sharing plans, corporations and individuals.

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James Robustelli is a financial advisor associated with Wells Fargo Clearing Services, LLC. James has been in the financial industry since October 10, 2021 and is registered with both FINRA and the State of Florida. James holds the Series 7TO, SIE and Series 66 licenses and is registered in 42 states. James offers investment advisory services to individuals and businesses. James is also registered as an investment advisor representative in the State of Florida.

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ADVISOR BIO

James Reeves is a financial advisor registered with J.p. Morgan Securities LLC. James has been in the financial services industry since 2014. James holds Series 66, SIE and Series 7 licenses. James is also a Certified Financial Planner. James has previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lord Abbett Distributor LLC.

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ADVISOR BIO

James Minotti is a registered representative with J.P. Morgan Securities LLC, based in Boca Raton, FL. James is a licensed Series 6TO and SIE representative and has been in the industry since December 15, 2022. James specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses.

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ADVISOR BIO

James Quincy Dean is a financial advisor with Equity Services, Inc., a firm with a national reach. James has been in the financial services industry since 2015, and he has experience providing financial planning services to individuals, corporations, and charitable organizations. James is also a registered representative with FINRA and has passed the Series 6, Series 63, and Series 6TO exams. James has a strong focus on building long-term relationships with clients. He has a commitment to helping clients achieve their financial goals.

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