John Uriostegui, of El Segundo, California, is a financial advisor with 11 years of experience.
He is employed by Merrill Lynch, Pierce, Fenner & Smith Inc. He holds the licenses of securities agent and investment advisor representative as well as being approved to advise clients in California and Texas.
Early Life and Education
Children’s early childhood education is the foundation of their future learning. Parents instill within their children an awareness of themselves and the world around them, teaching them the alphabet, shapes and colors as well as how to speak and walk. During this period of development, parents provide them with all of their basic necessities for life.
As a child enters preschool, they put their acquired skills to the test in an experiential setting and form their first relationships with people outside their family. These interactions have an enormous effect on brain development and are essential for healthy development.
John Uriostegui firmly believes in the value of early childhood education and has dedicated his life to furthering it. As board member, he will strive to increase funding, build trusting partnerships with community stakeholders, promote fiscal responsibility and accountability; additionally, he encourages parents to become involved in curriculum changes, meet students where they are at, and create safe campus environments.
John Uriostegui has been in the financial advisory business for 11 years, currently working as an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc in El Segundo.
His career has included positions at JPMorgan Securities LLC, Dean Witter Reynolds Inc, Citigroup Global Markets and Deutsche Bank. Furthermore, he is an active member in the community; serving on the board of directors for Boys & Girls Club of Los Angeles since 2010.
His most rewarding career achievement came when he assumed the role of managing director and leader for Rockefeller Capital Management’s Southwest division. Together with Rod Nakamoto, who served as first-ever CFO, they will report to Nathan Crair – a former managing director at Merrill Lynch and its parent company Bank of America.
Achievements and Honors
John Uriostegui is an award-winning financial advisor with 11 years of experience. Based in El Segundo, California, he’s licensed to advise clients throughout California and Texas. Additionally, John holds Series 63 and 65 licenses which give him certification as both a securities agent and investment advisor representative. Furthermore, John is part of the Society of Financial Services Professionals.
Uriostegui has also earned the title of student leader at OU, serving in various capacities such as being part of the Office of Multicultural Success and Retention’s LINKS program, peer mentor, and president of Latino Student Union. He received the Descutner Burnier Peer Mentor Award, given to a mentor who goes above and beyond for their mentees; additionally, he has been a featured speaker at both OU Student Leadership Summit and Veterans Day celebrations.
John Uriostegui’s personal life remains obscure, though his family life has been turbulent. He was married to Angel Maffei for four years between 2004 and 2008, and in 2011 they agreed on a stipulation that Uriostegui would pay $6,200 in monthly child support for their twin sons.
He purchased a nonowner’s policy on the vehicle at issue in November 2001 and also acquired its owner’s license plates. At that time, it served as his primary means of transportation and he used it at least three times weekly. Furthermore, he paid his grandmother for the car and did not let anyone else drive it before the crash occurred; furthermore, in the weeks preceding this incident he did not communicate with her or know that she had left for Mexico.
John Uriostegui boasts a net worth of $16 million, earned through his successful career as a financial advisor. He has been in this industry for 11 years and currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Additionally, John holds series 63 and 65 licenses.
On Monday, Rockefeller Capital Management announced the hiring of John Uriostegui and Rod Nakamoto – a Los Angeles-based private wealth team with $500 million in assets under management. This team, known as Ugroup, had previously been with Merrill Lynch. Led by managing director John Uriostegui and senior vice president Rod Nakamoto with support staff David Sassen and Regina Monroe, this new group will report directly to Nathan Crair who heads up RCM’s Southwest division.