Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Cynthia S

Series 63, Series 66

Buena Park, CA

J.P. Morgan Securities

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. She also briefly worked for the County of Orange in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Natalie B

Series 63, Series 66

Buena Park, CA

J.P. Morgan Securities

Natalie Beaini is a financial advisor with J.P. Morgan Securities in Buena Park, CA, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has prior experience with JPMorgan Chase Bank, N.A., LPL Financial, and Antelope Valley College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Jay P

Series 63, Series 65

Buena Park, CA

J.P. Morgan Securities

Jay Pangelinan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Dylan L

Series 63, Series 66

Buena Park, CA

J.P. Morgan Securities

Dylan Lara is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMC Bank NA, he held roles at Stinkin Crawfish and OHL Na. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Zyanya D

Series 63, Series 66

Buena Park, CA

J.P. Morgan Securities

Zyanya De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has worked at various J.P. Morgan entities since 2012, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Ludinila P

Series 63, Series 65

Buena Park, CA

J.P. Morgan Securities

Ludinila Pangan is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Shiela I

Series 63, Series 66

Buena Park, CA

J.P. Morgan Securities

Shiela Imperial is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Dave A

Series 63, Series 65

Buena Park, CA

J.P. Morgan Securities

Dave Adams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He worked at Vanguard Group for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, offering services on a non-discretionary basis through a select group of wealth advisors.

Wealth management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)