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Andrew G

Series 63, Series 66

Moorpark, CA

J.P. Morgan Securities

Andrew Gonzalez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his financial advisory role, he owns Bethasaph Productions, a content creation business involving music performance and audio/video editing for local venues and nonprofit organizations. 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 applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Ja Nelle M

Series 63, Series 66

Moorpark, CA

J.P. Morgan Securities

Ja Nelle Mattson is a financial advisor with J.P. Morgan Securities in Moorpark, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Lyft, Inc., and entrepreneurial ventures such as SpeedVixen LLC and Wayward Wicks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by Wealth Advisors and focuses on recommending approved funds and strategies within a broader broker-dealer and banking organization.

Wealth management Executive Founder/Business Owner
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Christopher I

Series 66

Moorpark, CA

J.P. Morgan Securities

Christopher Impellitteri is a financial advisor with J.P. Morgan Securities in Ventura, CA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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