Temecula, CA Ynez Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
3
Of 14,280 advisors across 3,607 offices
Location
26411 Ynez Road
Temecula CA 92591
Advisors at this office
3
Advisors at this office
Paul S
Series 63, Series 66
Temecula, CA
J.P. Morgan Securities
Paul Schiller is a financial advisor with J.P. Morgan Securities in Temecula, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Nadeem R
Series 66
Temecula, CA
J.P. Morgan Securities
Nadeem Rihan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis while integrating a centralized due-diligence framework.
Edward B
Series 63, Series 66
Temecula, CA
J.P. Morgan Securities
Edward Botros is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LYFT and California State University of San Marcos. Since 2018, he has been associated with various divisions of JPMorgan Chase, including J.P. Morgan Securities. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.
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