Rancho Cucamonga, CA Day Creek Blvd Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

3

Of 25,478 advisors across 3,094 offices

Location

7387 Day Creek Blvd

Rancho Cucamonga CA 91739

Advisors at this office

3

Advisors at this office

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Jescelyn H

Series 66

Rancho Cucamonga, CA

Merrill

Jescelyn Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and is also currently employed with Bank of America, N.A. Outside of her advisory role, she assists her mother’s janitorial business by managing invoicing and payments due to language barriers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Erica V

Series 66

Rancho Cucamonga, CA

Merrill

Erica Vasquez is a financial advisor with Merrill in Rancho Cucamonga, CA, holding a Series 66 designation and with nine years of industry experience. She has worked at Merrill since 2012 and is also affiliated with Bank of America, N.A. since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Jose G

Series 66, Series 63

Rancho Cucamonga, CA

Merrill

Jose Guzman Vazquez is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
View complete list of advisors at this office
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