JR Pablo

JR Pablo is a Registered Representative and Financial Advisor in California through CUSO Financial Services, L.P., Patelco’s broker dealer. He is a licensed California Life Agent and licensed for Securities in California, Nevada and Arizona.

JR takes a personalized approach to working with Patelco members to solve their financial problems. He specializes in tax advantaged investing and intergenerational wealth management. JR believes that even members who are working with a financial advisor deserve a second opinion. “With volatility and uncertainty comes opportunity. It’s my passion and job to find those opportunities for Patelco members and my clients.”