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Financial Planning Services Advisors in Dallas, Texas
3,096 Results
Unclaimed

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Owens is a financial advisor who has been in the industry since 2021. Jessica is currently registered with J.P. Morgan Securities LLC and is licensed in Texas as a registered representative. Jessica holds Series 3, 7TO, and SIE licenses. Jessica also holds a Series 63 and Series 65 licenses. Jessica is currently registered in 14 states including Arizona, Colorado, Florida, Illinois, Maryland, Michigan, Montana, New Mexico, New York, North Carolina, Ohio, Texas, Virginia. Jessica has previous experience working at Goldman Sachs & Co. LLC in Dallas, TX.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Avantax Advisory Services | PFS ® (Certifications)

location

DALLAS, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jesus Salvador Romero is a financial advisor at Avantax Advisory Services. Jesus has been in the industry since 2009. He is a Personal Financial Specialist and holds Series 6, 7TO, 26, and 63 licenses. Jesus has previously worked at PFS Investments Inc. and has been with Avantax Advisory Services since 2022. He provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit sharing plans. Jesus also provides financial planning, portfolio management and pension consulting services to high-net-worth individuals and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jesus Gamez is a financial advisor at J.P. Morgan Securities LLC. Jesus has been in the industry since 2021. Jesus is registered in Texas and holds the Series 63, Series 6TO and SIE licenses. Jesus specializes in various areas, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), options, and variable annuities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Dallas, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jhubin Moghaddamfar is a registered representative of J.P. Morgan Securities LLC. Jhubin has been in the industry since 2010 and has experience working with corporations or other businesses, individuals, and insurance companies. Jhubin is registered to provide advisory services in 54 states, and has experience in financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jie Guo is a registered representative with J.p. Morgan Securities LLC and holds Series 63, Series 6TO, and SIE licenses. Jie has been in the financial services industry for over a year and has a special focus on investment companies, mutual funds, variable contracts, and annuities. Jie is registered with the state of Texas and is currently located in Dallas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Level Four Advisory Services

location

Dallas, TX

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jill Marie Zacha is a financial advisor with over 20 years of experience in the industry. Jill is currently registered with Level Four Advisory Services and Level Four Capital Management. Jill has worked with several other firms in the past including LPL Financial LLC, Capital One Investing, LLC, Evolve Securities, Inc., Penson Financial Services, Inc. and Dain Rauscher Incorporated. Jill specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jill is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

DALLAS, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jill Marie Royal is a financial advisor with over 18 years of experience in the industry. Jill has been with LPL Financial LLC since 2016, and previously worked with RBC Capital Markets, LLC, 1st Global Capital Corp., TIAA-CREF Individual & Institutional Services, LLC, and TD Ameritrade, Inc. Jill is registered to offer securities and investment advisory services in 50 states. She holds the Series 7, Series 24, Series 66, and SIE licenses. Jill is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

Dallas, TX

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jim Walker is a registered representative with J.P. Morgan Securities LLC. Jim has been in the financial industry since December 1999. Jim is registered in 31 states and the District of Columbia. Jim has a Series 7, Series 63, and Series 65 license. Jim has a current registration with J.P. Morgan Securities LLC. Previously, Jim was registered with Chase Investment Services Corp., UBS Financial Services Inc., and Wachovia Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

DALLAS, TX

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

J. lynn Lawrance is a financial professional with over 25 years of experience in the financial services industry. J. lynn is a Certified Financial Planner™ professional and currently registered with Cetera Investment Advisers LLC. J. lynn has a wide range of experience, including providing financial planning, portfolio management, and insurance services. J. lynn previously worked at Berkshire Equity Sales, Inc. and Cetera Advisor Networks LLC. J. lynn is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Dallas, TX

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joan Nye is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 1987. Joan is registered with the state of Texas and has several previous employments with other financial institutions, including Princor Financial Services Corporation and MML Investors Services, Inc.. Joan is a licensed insurance broker, owns real estate, and offers other financial services, like asset allocation, financial planning, and educational seminars. Joan is also registered as an investment advisor representative with Ameriprise Financial Services, LLC, in the state of Texas. Ameriprise Financial Services, LLC, is a financial services company headquartered in Minneapolis, Minnesota and has over $479 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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