ADVISOR BIO

Aditi Vanjpe is a registered representative with J.p. Morgan Securities LLC. Aditi is a California-licensed securities professional with experience in the securities industry. Aditi's professional certifications include the Series 63, Series 6TO and SIE examinations. Aditi can provide services in a variety of areas including, but not limited to, Financial Planning, Portfolio Management for Individuals and Businesses and Selection of Other Advisors.

SPECIALIZATIONS

ADVISOR BIO

Alfredo Banuelos is a registered investment advisor representative with J.P. Morgan Securities LLC. Alfredo has been in the financial services industry since 2009 and has been with J.P. Morgan Securities LLC since 2013. Alfredo is licensed to provide investment advice in several states. In addition to the firm, Alfredo is involved in real estate, owning and managing residential rental properties in Washington and California. Alfredo's primary focus is to deliver personalized financial advice and portfolio management services to individual investors and businesses, helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Andrew Steven Hax is a registered investment advisor representative with Cetera Investment Advisers LLC. Andrew has been working in the financial services industry since January 8, 2020. Andrew has passed the Series 66, Series 7TO, and SIE exams. Andrew has been registered with the state of California since October 18, 2023. Andrew's previous employment includes Ameritas Investment Company, LLC. Andrew provides financial planning and portfolio management services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Anjuna Manel-singh is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Anjuna has been in the financial industry for over 20 years and has worked for several firms before joining Wells Fargo. Anjuna has a strong track record of helping clients reach their financial goals. Anjuna holds Series 7, Series 66, and SIE licenses and is registered in multiple states. Anjuna is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Binh L To cheng is a registered representative with J.P. Morgan Securities LLC in Castro Valley, CA. Binh has been in the industry since June 25, 2014. Binh holds the Series 6, SIE, and Series 63 licenses.

SPECIALIZATIONS

ADVISOR BIO

Chun kit Lee is a financial advisor registered with J.P. Morgan Securities LLC. Chun kit Lee has been in the financial services industry since February 2005. Chun kit Lee has passed the Series 6, 7, 26 and 66 exams, and has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Chun kit Lee offers financial planning, portfolio management, pension consulting, and selection of other advisors. Chun kit Lee also has outside business activity as an owner and landlord of a rental property.

SPECIALIZATIONS

ADVISOR BIO

Deanna Lee Jee is a financial professional with experience in the securities industry. Deanna is currently registered with Osaic Wealth, Inc., and has been in the industry since March 2021. Deanna has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Deanna specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Deanna is committed to providing her clients with the best possible service and advice.

SPECIALIZATIONS

ADVISOR BIO

Ellen Nguyen is a registered representative with J.p. Morgan Securities LLC, with over six years of experience in the financial services industry. Ellen's expertise includes a focus on individual and business portfolio management, financial planning, and pension consulting. Ellen is registered to provide investment advice in California. Ellen has a strong background in financial services, having previously worked with JPMorgan Chase Bank.

SPECIALIZATIONS

ADVISOR BIO

Emmanuel Pablo is a financial professional with over 18 years of experience in the industry. Emmanuel has a wide range of experience, having worked with several firms such as Morgan Stanley DW Inc., CitiCorp Investment Services, and Countrywide Investment Services, Inc. Emmanuel is currently registered with Cuso Financial Services, LP and holds a Series 7, Series 31, and Series 66 license. Emmanuel's primary focus is on providing financial planning, portfolio management, and educational seminars to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Eugene Charles Demmler is a registered representative with LPL Financial LLC and is a Registered Investment Advisor with E. Demmler AND Associates. Eugene Demmler has been in the financial services industry since 1992. Eugene Demmler is licensed to provide financial advice and services in Arizona, California, Colorado, Florida, Maryland, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Rhode Island, Texas, and Washington. Eugene Demmler's firm, LPL Financial LLC, is a Registered Investment Advisor with over $50 billion in assets under management. Eugene Demmler provides financial planning and consulting services through E. Demmler & Associates, an independent investment advisor firm.

SPECIALIZATIONS