Jaden Gallardo
Seal Beach
Summary
Wealth Management Advisor delivering comprehensive financial planning and investment advisory services within a core advisory program. Strong production metrics, client acquisition discipline, and experience applying Monte Carlo simulations to optimize portfolio construction and long-term planning outcomes. Focused on scaling a high-quality book of business across affluent and professional client segments to build a sustainable practice.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Merrill Wealth Management Advisor
Merrill Lynch Wealth Management
03.2025 - Current
- Manage ~$5MM in client assets across 5 households; projected growth to 7 households and $7MM AUM.
- Deliver comprehensive financial planning including retirement, estate, income, and multi-goal strategies.
- Conduct Monte Carlo simulations to evaluate plan sustainability and refine investment allocations.
- Perform ongoing portfolio reviews and adjust strategies in response to client objectives and market conditions.
- Target client segments including retirees, affluent households, engineers, physicians, attorneys, and inheritance-based clients.
- Drive client acquisition through consistent outbound activity, referrals, and external prospecting.
- Align bank solutions to maximize most efficient money management.
- Utilize Chief Investment Office and Bank of America Global Research to gather insight and tailor investment strategies.
Financial Solutions Advisor / Registration Candidate
Bank of America & Merrill Lynch
03.2024 - 03.2025
- Delivered financial planning and advisory services within a banking center, building core competency in fiduciary planning and aligning investment solutions accordingly.
- Developed customized financial plans that addressed specific needs such as college savings, tax minimization strategies, or estate planning considerations.
- Exceeded Advisor Development Program benchmarks with 30+ new accounts and $1.4MM in net new flows by early stage progression of 5 months.
- Utilized proprietary planning tools and Salesforce CRM to manage client relationships and track engagement.
Education
Bachelor of Science - International Business
California State University
Long Beach05-2023
Associate Degree - Business Administration
Irvine Valley College
05-2021
Skills
- Financial Planning
- Investment Advisory
- Portfolio Management
- Monte Carlo Simulation
- Client Acquisition
- High-Volume Prospecting
- Salesforce CRM
- Relationship Management
- Risk Management
- Portfolio Transitioning
Certification
- FINRA Series 7 License
- FINRA Series 66 License
Timeline
Merrill Wealth Management Advisor
Merrill Lynch Wealth Management
03.2025 - Current
Financial Solutions Advisor / Registration Candidate
Bank of America & Merrill Lynch
03.2024 - 03.2025
Bachelor of Science - International Business
California State University
Associate Degree - Business Administration
Irvine Valley College