John G. Uriostegui, Jr., CIMA®

John  G. Uriostegui

Managing Director

With over 20 years of experience, John is a Managing Director and Financial Advisor at J.P. Morgan Securities. As the senior team member of theUgroup, John is responsible for the team's investment strategy and asset allocation models. He specializes in helping families make informed decisions on wealth stewardship, oversight and control.

Prior to joining the firm in 2011, John was a Director at Deutsche Bank Alex. Brown (2006-2011) and a Senior Vice President at Smith Barney (1991-2006). 

John earned his B.A. in Finance from Loyola Marymount University. Outside of the office, John coaches soccer, basketball and baseball. He enjoys skiing, volleyball and basketball. An active member of the community, John is a Board Member of Ginsburg Foundation, Molina Foundation and President of Montessori School of Manhattan Beach. John also serves as commissioner of AYSO Region 18 in various capacities. John resides in Hermosa Beach with his three children..

Phone: (310) 201-2701
john.uriostegui@jpmorgan.com

Registered States: AL, AR, CT, GA, IL, KS, ME, MI, MO, NV, NM, ND, OR, SC, TX, VA, WI, AK, CA, DE, HI, IN, KY, MD, MN, MT, NH, NY, OH, PA, SD, UT, WA, WY, AZ, CO, FL, ID, IA, LA, MA, MS, NE, NJ, NC, OK, RI, TN, VT, WV

 

Investment products: Not FDIC insured · No bank guarantee · May lose value
 
 

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