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), the General Securities Principal (Series 24), and the Research Analyst Exam - Part II (Series 87) registrations with LPL Financial. Trace also holds the Chartered Market Technician® designation.
As an LPL Financial Registered Principal, Trace is responsible for the management and oversight of an Office of Supervisory Jurisdiction (OSJ), including supervision of all advisors affiliated with the OSJ. Trace finds the field of finance interesting and exciting and enjoys both portfolio management and building client relationships for current and future clients.
Outside of the office, Trace and his wife stay busy playing tennis, kayaking, and caring for their two small children.