San Diego, CA Gesner St. Office

Jennifer Appel is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2016. Outside of her advisory role, she operates McKenna Financial, an entity affiliated with her LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and various investment programs supported by LPL Research and third-party subadvisors.

James Mckenna is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with LPL Financial since 2010 and operates under the DBA McKenna Financial, which also provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options and access to proprietary and third-party research.