Investment and insurance products are not insured by the FDIC, are not deposits, and may lose value.
J.D. Caalaman
June-David (J.D.) Caalaman
LPL Wealth Advisor, California Insurance Lic. #4274511
Office: 619.333.2078
jd.caalaman@mechanicsis.com
Schedule an appointment with J.D.
June-David "J.D." Caalaman is a Wealth Advisor. He began his career in finance as a teller and has progressed into the position he is in today. J.D. is committed to helping clients navigate their financial journey with transparency and confidence so they feel empowered by their financial decisions. He holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 registrations through LPL Financial, as well as California Department of Insurance licensing for life, accident, health and long-term care.
J.D.'s home branch is El Cajon.