Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Hermosa Beach, CA 90254
Credentials
Series 63, Series 66
Industry experience
1 year
Chelsea Rojas is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Massachusetts Mutual Life Insurance Co and Northwestern Mutual. Outside of her advisory role, she is involved with Blue Water Girls, a beauty company she personally invests in and occasionally assists with order fulfillment. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, offering asset allocation advice and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1223 Hermosa Ave
Hermosa Beach, CA 90254
California · Texas
JPMorgan Chase BAnk, N.A.
2026 - Present (1 year)
J.P. Morgan Securities
2026 - Present (1 year)
Massachusetts Mutual Life Insurance Co
2025 - 2025 (1 year)
Northwestern Mutual
2024 - 2026 (2 years)
Blue Water Girls
2024 - Present (2 years)
Goat Group
2022 - 2024 (2 years)
Unemployed
2022 - 2022 (1 year)
Stock X
2021 - 2022 (1 year)
Kering Eyewear USA Inc
2020 - 2021 (1 year)
rece marketing
2019 - 2020 (1 year)
Adidas
2018 - 2019 (1 year)
Is Chrystie Management ::C
2018 - 2018 (1 year)
The Packer Collegiate Institute
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
CFP®, RICP®, EA
Hawthorne, CA
Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
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