Jl Financial Services was founded by Jesse Lopez when his mother who worked for the City of Orange was laid off after 20 years of service. The single mother of three was unaware of the financial risk her nest egg was undergoing by leaving her investments without guidance; it lost half its value. The company was formed in 2012 to help individuals be proactive in finding the right options for their nest eggs and future retirement.

Jesse started his career in 2007 as an account executive, and specializes in servicing the financial needs of high net worth individuals and company retirement plans. Jesse has serviced high net worth individuals with the industry leading software and portfolio management systems. Jesse has proven to have the ability to make sound decisions with high efficiency. With his past consisting of various technologies Jesse learned to combine research and portfolio management software to develop an unprecedented resource accepted by high net worth individuals and advisors.

An Orange County native Jesse earned a Bachelor’s Degree in Business Administration from Cal State University Fullerton with a concentration in finance and currently holds securities licenses 7 & 66.  Jesse offers world class service to all clients and is fluent in Spanish.