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Adam Farber

Advisor at J.P. Morgan Securities

Updated today
J.P. Morgan Securities logo

Firm

J.P. Morgan Securities

Location

Arroyo Grande, CA 93420

Credentials

CFP®, Series 63, Series 65

Industry experience

23 years

About

Adam Farber is a CFP® professional with 23 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

1242 Grand Ave

Arroyo Grande, CA 93420

Most active in

California · Texas

Work history

J.P. MORGAN Chase Bank

2013 - Present (13 years)

J.P. Morgan Securities

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cole S

Series 66

San Luis Obispo, CA

Burkart & Stevens Wealth Management

Business sale tax planning Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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Zachary S

Series 65, Series 66

Arroyo Grande, CA

Phase Line Financial

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Robert H

Series 63, Series 65

San Luis Obispo, CA

HATHER, Robert K

Active portfolio management Concentrated stock management
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Daniel H

CFP®, PFS™

San Luis Obispo, CA

Elemental Wealth Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Self-Employed

Eric M

CFP®

San Luis Obispo, CA

Aquila Wealth Advisors

Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.

Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner Gen X (Born 1965-1980)
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Lance P

Series 63, Series 65

San Luis Obispo, CA

Lance Parker Wealth Management

Real estate investing
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