Jaclyn Aragon
Sr. Client Service Specialist
Jacob Lynch
Wealth Strategist
Jade Lamas
Client Service Specialist
Jade Warren
Client Service Specialist
Jake Ratana
Client Service Specialist
Janice Donovan
Sr. Client Service Specialist
Jann Leonard
Manager, Client Service
Jared Greenberger
Client Service Specialist
Jasmine Honda
Client Service Specialist
Jefferson Bell, FPQP®
Client Service Specialist
Jen Montero, FPQP™
Sr. Client Service Specialist
Jenna Martinez
Private Market Specialist
Jesse Frehling, AIF®
Regional Vice President
Jesse Mignone
Manager, Client Service
Jessica Livingston
Sr. Client Service Specialist
Jessica Rowe
Sr. Client Service Specialist
Jessica Villarin
Client Service Specialist
Jiany Lindsey
Client Service Specialist
Jill Abell
Sr. Client Service Specialist
Jill Varnum
Manager, Client Service

