Port Hueneme, CA Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

2

Of 14,280 advisors across 3,605 offices

Location

619 W Channel Islands Blvd

Port Hueneme CA 93041

Advisors at this office

2

Advisors at this office

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Diego R

Series 66, Series 63

Port Hueneme, CA

J.P. Morgan Securities

Diego Reyes is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Lbs Financial Credit Union and Loomis, and spent six years at California State University - Long Beach. Outside of his advisory work, he owns an e-commerce business selling general merchandise on online marketplaces. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Florencio A

Series 66

Port Hueneme, CA

J.P. Morgan Securities

Florencio Ayala is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. He previously worked at Edward Jones and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a referee for junior college and community football games in Southern California. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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