Years of Experience
5-20+ Years
Stone Mountain, GA
16 Years Experience
0 Disclosures
ADVISOR BIO
Amy Zachery is a financial advisor registered with J.p. Morgan Securities LLC, with a focus on providing financial planning, portfolio management, and pension consulting services. Amy has been working in the financial services industry since 2007 and has a track record of success in helping clients achieve their financial goals. Amy holds Series 6, 7, 63, 66, and SIE licenses. Amy is currently registered in Georgia and has previously worked for firms such as Truist Investment Services, Inc. and Wells Fargo Advisors, LLC.
SPECIALIZATIONS
Stone Mountain, GA
4 Years Experience
0 Disclosures
ADVISOR BIO
Andrea Yoon is a registered representative with J.p. Morgan Securities LLC. Andrea has been in the industry since 2012 and is licensed in Georgia. Andrea has experience with investment company products/variable contracts, securities industry essentials, and has passed the Uniform Securities Agent State Law Examination. J.p. Morgan Securities LLC is a large, well-established firm with a long history of providing financial services to individual and institutional clients. The firm offers a wide range of investment products and services, including financial planning, portfolio management, and investment advisory services.
SPECIALIZATIONS
STONE MOUNTAIN, GA
28 Years Experience
1 Disclosures
ADVISOR BIO
Aubrey Dexter Parker is a registered investment advisor with Wells Fargo Clearing Services, LLC. Aubrey has been in the financial services industry since 1996 and holds Series 6, 7, 63, 65, and SIE licenses. Aubrey provides investment advisory services to individuals, businesses, and institutions. Aubrey has experience providing investment advice, financial planning, and portfolio management services. Aubrey is also registered as an investment advisor in Arkansas, Florida, Georgia, New Mexico, Pennsylvania, and Texas.
SPECIALIZATIONS
STONE MOUNTAIN, GA
5 Years Experience
0 Disclosures
ADVISOR BIO
Danny Buchanan is an investment advisor representative with LPL Financial LLC, headquartered in Stone Mountain, GA. Danny has been in the industry since September 2019 and is licensed to provide investment advice in 11 states. Danny's previous experience includes working with Edward Jones in Lilburn, GA and Buchanan Tax Services Inc. Danny provides financial planning services to individuals, businesses, and charitable organizations. In addition to investment advice, Danny also provides tax preparation and accounting services through Buchanan Tax Services Inc.
SPECIALIZATIONS
STONE MOUNTAIN, GA
3 Years Experience
0 Disclosures
ADVISOR BIO
Demetrius Lane is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since December 2021. Demetrius is licensed to conduct business in Alabama, California, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas. Demetrius previously worked at E*TRADE SECURITIES LLC and has a background in financial services. Demetrius has Series 7TO, Series 63, and Series 66 licenses.
SPECIALIZATIONS
STONE MOUNTAIN, GA
22 Years Experience
0 Disclosures
ADVISOR BIO
John McLaren is a financial advisor at J.P. Morgan Securities LLC. John has been working in the financial industry since 2000 and has a broad range of experience in the industry. John is registered to provide investment advice in Georgia, Texas, Connecticut, Florida, Illinois, Kentucky, Massachusetts, Michigan, Mississippi, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, and Washington. John holds the Series 7, Series 6, Series 63 and Series 65 licenses. John is dedicated to providing personalized financial planning and portfolio management services to a diverse range of clients, including individuals, families, and businesses.
SPECIALIZATIONS
Stone Mountain, GA
2 Years Experience
1 Disclosures
ADVISOR BIO
Jonathan Quiroz vazquez is a financial professional with J.P. Morgan Securities LLC. Jonathan has been in the financial industry for over a year. Jonathan has a Series 63, Series 6TO, and SIE licenses. Jonathan specializes in providing financial advice to a wide range of clients. Jonathan can help with a variety of financial needs, including investment management, financial planning, and retirement planning.
SPECIALIZATIONS
STONE MOUNTAIN, GA
2 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Desamours is a financial advisor at Edward Jones. Jordan is licensed in the state of Georgia and Texas. Jordan has been in the financial services industry since 2023. Jordan works with a variety of clients, including individuals, families, businesses, and retirement plans.
SPECIALIZATIONS
STONE MOUNTAIN, GA
1 Years Experience
0 Disclosures
ADVISOR BIO
Konsetta Kelly is an active, registered representative with Edward Jones and has been in the industry since April 10, 2024. Konsetta holds the Series 7TO and SIE licenses. Konsetta is located at the firm's STONE MOUNTAIN, GA branch office.
SPECIALIZATIONS
STONE MOUNTAIN, GA
29 Years Experience
1 Disclosures
ADVISOR BIO
Patrick Desamours is a financial advisor with Edward Jones. Patrick has been in the financial industry since 1995 and is registered with the state of Georgia and Texas. Patrick specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Patrick is a member of the DeKalb Chamber of Commerce Board and was the 2010 Campaign Cabinet Chair for the United Way of Metro Atlanta.
SPECIALIZATIONS