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Jorge T

Series 63, Series 65

Whittier, CA

J.P. Morgan Securities

Jorge Torres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he is a property owner involved in managing several real estate investments. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Alexa B

Series 66

Whittier, CA

J.P. Morgan Securities

Alexa Barragan is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience, including roles at JPMorgan Chase Bank and Abercrombie & Fitch. Barragan is based in Whittier, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
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Rick M

Series 66

Whittier, CA

J.P. Morgan Securities

Rick Murga is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wm Financial Services, Inc. Outside of his advisory role, Murga owns rental properties generating passive income. 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 when recommending strategies.

Wealth management Executive Founder/Business Owner
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