JJ has over 15 years of experience in portfolio management, securities analysis, and corporate finance. As Managing Director, JJ works closely with clients to advise on portfolio construction and asset allocation. JJ works closely with clients and their other business advisors in the areas of income tax planning, estate tax planning, and charitable planning.
Prior to joining Helium, JJ worked at a Los Angeles based investment advisory firm where he designed and implemented custom portfolio solutions for high net worth individuals and entrepreneurs, 401k plans, and institutions. He began his career at KPMG advising middle market companies on merger and acquisitions and valuations. JJ graduated Cum Laude and with Honors from the University of Miami with a degree in Finance. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 and Series 7 and active insurance license. When JJ is not trading stocks, he is a loyal husband and father of one son (7) and one daughter (10) and he enjoys traveling, golf, pickle ball, and coaching youth sports.