Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Chester, CA
OSAIC
Institution
Dan Michaelian is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His prior work includes roles at Foresters Advisory Services LLC and Foresters Financial. He serves as a successor trustee for the Spanier Family Irrevocable Trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct portfolios across multiple investment types.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Chester, CA
Chester CA
Advisors at this office
1
California · Michigan · Montana · Nevada · North Carolina · Oregon · Texas · Washington
24 years of industry experience
OSAIC
2018 - Present • 8 years
San Jose, CA
Foresters ADVISORY SERVICES LLC
2013 - 2018 • 5 years
San Jose, CA
Foresters financial
2002 - 2018 • 16 years
San Jose, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Chester, CA
Luna Capital Management, LLC
David Nissim is a financial advisor at Luna Capital Management, LLC with 46 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Securities, among other roles. Luna Capital Management serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting. The firm customizes investment advice based on client objectives and risk tolerance, utilizing strategies including asset allocation, technical analysis, and derivatives with client consent.
Series 63, Series 65
Lake Almanor, CA
Morgan Stanley
Jim Stephenson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment committee insights into its financial planning process.
Series 66
Lake Almanor, CA
LPL Financial
Grant Holliday is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2004 and previously spent three years at Waddell & Reed. Outside of advisory work, he is involved in fixed insurance products through Holliday Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
ChFC®, Series 66
Chester, CA
Edward Jones
Jamie Stocks is a financial advisor at Edward Jones in Chester, CA, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at Butte College and HandleBar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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