ADVISOR BIO

Juan Morin is a registered representative with Equitable Advisors, LLC. Juan has been in the industry since 2023. Juan holds the Series 7TO and SIE licenses, and the Series 63 license. Juan is currently located at Equitable Advisors, LLC's office in Dallas, TX. Juan is able to offer investment advisory services, financial planning, pension consulting and educational seminars.

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ADVISOR BIO

Juan Jesus Garcia is a financial professional with a strong foundation in the industry, having passed the Series 63, Series 6TO, and SIE exams. Juan is registered with FINRA and the state of Texas as a broker-dealer. Currently, Juan is affiliated with J.P. Morgan Securities LLC, a large and well-established firm with a wide range of financial services. Juan specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Juan Carlos Gonzalez is a financial advisor registered with J.p. Morgan Securities LLC in Dallas, Texas. Juan Carlos Gonzalez holds Series 63, Series 6TO and SIE licenses and has been working in the industry since April 2019. Juan Carlos Gonzalez specializes in providing financial advice to individuals, businesses, and institutions.

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ADVISOR BIO

Juan pablo Arias is a registered investment advisor with J.P. Morgan Securities LLC. Juan pablo Arias has been in the securities industry since 2018. Juan pablo Arias is registered to offer securities in 53 states and the District of Columbia. Juan pablo Arias holds the Series 66, Series 7TO, and SIE licenses. Juan pablo Arias specializes in portfolio management for businesses and individuals, as well as financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Judd J Garrett is an Investment Advisor Representative associated with Nova Wealth Management, Inc. Judd is licensed in Texas and currently has a Series 65 license. Judd has experience in the financial industry for over 15 years. Their focus is on providing financial planning and portfolio management services for individuals and businesses. Judd has a strong track record of success and is committed to helping their clients achieve their financial goals.

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ADVISOR BIO

Judith Blaising is a financial advisor registered with LPL Financial LLC in Dallas, Texas. Judith has been in the industry since 1993 and has a broad range of experience serving individual and institutional clients. Judith is also a licensed insurance agent, and she provides financial planning, consulting, and investment management services. She is committed to helping her clients reach their financial goals.

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ADVISOR BIO

Judith Lake has been in the financial industry since February 2006. Judith is currently registered with MMA Securities LLC, and is licensed in California, Louisiana, and Texas. Judith has previously worked at Guidestone Financial Services, Securian Financial Services, and MML Investors Services. Judith specializes in Retirement Plan Participants, and is able to offer educational seminars and advisory services for retirement plan participants.

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ADVISOR BIO

Judy Lozoria is a financial advisor with J.P. Morgan Securities LLC. Judy has been a registered representative since 2011. Judy holds Series 6, 7, 63 and 66 licenses and the SIE exam. Judy has experience in financial planning, pension consulting and selecting other advisors.

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ADVISOR BIO

Julia To is a financial advisor with Avantax Advisory Services. Julia holds the Series 7TO, Series 66, and SIE licenses and is registered with the state of California. Julia has been in the financial services industry for over 20 years and specializes in a variety of areas, including financial planning, portfolio management, and retirement planning. Julia is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Julian Puhringer is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Julian has been in the financial industry for over 10 years and is licensed to provide financial advice in 47 states. Julian is registered with the state of Texas as an Investment Advisor Representative (IAR). Julian has a strong background in providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Julian's experience includes providing financial planning, portfolio management, and other investment-related services. Julian is also experienced in providing investment advice to high-net-worth individuals and families. Julian's experience, knowledge and commitment to client service make Julian a valuable resource for individuals and families seeking financial guidance.

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