In 2014, Jal's son, Trace, joined the group. Trace is a U.S. Marine Corp veteran of the Iraqi war and earned a Bachelor of Business Administration in Accounting from the University of New Mexico. He holds the General Securities Representative (Series 7), the Uniform Combined State Law (Series 66), and the General Securities Principal (Series 24) registrations with LPL Financial. Trace also holds his series 87 registration. Trace finds the field of finance interesting and exciting and enjoys both portfolio management and building client relationships for current and future clients.
Trace is currently focused on his advancement and personal growth in the industry while his primary duties are investment research, portfolio development and maintenance, and client services.
Trace is a CMT® charterholder.
Outside of the office, Trace and his wife stay busy playing tennis and caring for their two small children.