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John G. Uriostegui, Jr., CIMA®
Rod Y. Nakamoto, CFP®, CIMA®
Regina R. Monroe

Kristina C. Marshall

Kristina C. Marshall

Investment Associate

Kristina leads the group’s lending initiatives, including residential mortgages, home equity lines and lines of credit against our investment portfolios. She also has experience working with Corporate Executives executing stock options and restricted sales. Additionally, Kristina spearheads the marketing and new business development efforts for the group. Working with spheres of influence, Kristina identifies prospective clients to ascertain their needs and determine how they may benefit from the group’s services.

Prior to joining theUgroup, Kristina was a Retirement Specialist at Wedbush and a Registered Client Associate at UBS Financial Services, Inc.

Kristina earned her B.S. in Finance from the University of Colorado at Boulder. She is an involved member in the Los Angeles community and volunteers at the Downtown Women’s Shelter. She is also a member of the J.P. Morgan Chase Women’s Interactive Network. Kristina stays active by taking part in a regular spin class and is an avid runner, having completed the Denver Marathon in 2010.

Phone: 310.201.2708
Email: kristina.marshall@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

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