TOP 30 Best Investment banking professionals in San Jose, California

Bridge Bank is a leading financial institution located at 55 North Almaden Boulevard in San Jose, California, United States. As a full-service bank, we provide a wide range of financial services to individuals, businesses, and organizations. Our dedicated team of professionals is committed to helping our clients achieve their financial goals and navigate the complexities of today's financial landscape. Whether you need personal banking services, business loans, or wealth management solutions, Bridge Bank is here to help you bridge the gap to financial success.

The Bank of America Financial Center located at 99 South 4th Street in San Jose, California, is a leading bank and financial institution in the United States. Offering a wide range of banking and financial services, this center is committed to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, Bank of America provides customers with the tools and resources they need to manage their finances effectively. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the Bank of America Financial Center is here to assist you every step of the way. Visit us today to experience the exceptional service and expertise that sets us apart from the rest.

Chase Bank, located at 4055 Evergreen Village Square in San Jose, California, is a full-service financial institution offering a range of services including banking, ATM access, and finance solutions. With a team of business professionals specializing in improving cash flow, credit solutions, and payroll management, Chase also provides online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product and service offering for approved deposit accounts. Please note that all account-related documents are available only in English.

The Bank of America Financial Center at 2611 North First Street in San Jose, California is a leading financial institution offering a wide range of banking and financial services. Whether you're looking for personal banking solutions, investment opportunities, or business banking services, the Bank of America Financial Center has you covered. With a team of experienced professionals and a commitment to customer satisfaction, this institution is dedicated to helping individuals and businesses achieve their financial goals. Visit the Bank of America Financial Center in San Jose for all your banking and finance needs.

The Bank of America Financial Center at 2225 Quimby Road in San Jose, California, is a leading institution offering a wide range of banking and financial services. With a strong presence in the United States, the Bank of America is known for its reliable and customer-centric approach to banking. Whether you are looking for personal banking solutions, investment advice, or business financing, the Bank of America Financial Center has a team of experienced professionals ready to assist you. Visit us today to experience top-notch service and innovative financial solutions.

Heritage Bank of Commerce is a trusted financial institution located at 224 Airport Parkway in San Jose, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized banking solutions to help individuals and businesses achieve their financial goals. With a focus on customer service and community involvement, Heritage Bank of Commerce is proud to be a reliable partner for all your banking and finance needs.

The Bank of America Financial Center at 1660 South De Anza Boulevard in San Jose, California, is a leading financial institution offering a wide range of banking and financial services. From personal checking and savings accounts to investment and mortgage services, this full-service bank caters to the financial needs of individuals, families, and businesses in the area. With a team of knowledgeable professionals and cutting-edge technology, the Bank of America Financial Center is committed to providing exceptional customer service and helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of one of the largest banks in the United States.

Flagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.

U.S. Bank's Wealth Management Banker, Yung Le, offers personalized financial services at their location on 1399 Foxworthy Avenue in San Jose, California. As a trusted professional in the finance industry, Yung Le provides expert guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, U.S. Bank's Wealth Management Banker is dedicated to providing top-notch service and support. Visit their office today to start on the path to financial success.

Investment House LLC is a reputable finance and real estate agency located at 1515 Lincoln Avenue in San Jose, California. With a team of experienced professionals, we specialize in providing expert investment advice and real estate services to our clients. Whether you are looking to invest in stocks, bonds, or real estate properties, our knowledgeable staff is dedicated to helping you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in building a successful investment portfolio.

Silicon Valley Investment Group - UBS Financial Services Inc. is a prestigious finance institution located at 355 Santana Row in San Jose, California, United States. With a focus on providing top-notch financial services to clients in the heart of Silicon Valley, this institution offers expert investment advice, wealth management solutions, and personalized financial planning services. With a team of experienced professionals and a commitment to excellence, Silicon Valley Investment Group - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.

Bank of America Private Client Advisor Matthew Jude Howard, located at 560 South Winchester Boulevard, San Jose, California, United States, is a finance institution dedicated to providing personalized wealth management services. Our team of experienced professionals is committed to building strong client relationships based on trust and personal experience. We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals, and best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. We pride ourselves on our history of serving clients' best interests and continually pursuing innovation in a constantly transforming world. Please note that by visiting our website, you may be directed to FINRA'S BrokerCheck. We strive to provide you with information about products and services that you may find interesting and useful. However, investing involves risk and it is always important to consult legal and/or tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services. Thank you for considering Bank of America Private Client Advisor Matthew Jude Howard for your wealth management needs.

INK Notary is a trusted finance institution located at 5264 Dent Avenue in San Jose, California. Our team of experienced notaries is dedicated to providing reliable and efficient notary services for all your financial needs. Whether you need documents notarized for a loan, real estate transaction, or any other financial matter, we are here to help. Visit us today and experience the convenience and professionalism of INK Notary.

Technology Credit Union is a finance institution located at 1562 South Bascom Avenue in San Jose, California, United States. With a focus on putting members' needs first, Tech CU offers a variety of financial services including short-term certificates with a competitive 4.50% APY*, adjustable-rate mortgages, low or no fee checking and savings accounts, and virtual meetings with Tech CU Bankers. The institution is federally insured by NCUA and prioritizes security with multiple layers of protection. Tech CU has been recognized for its strong financial position with a 5-star rating from Bauer Financial in 2023. Members can trust that profits are returned to them in the form of lower loan rates, low fees, outstanding service, and great benefits. Joining Tech CU is not just about opening an account, but about becoming a part of a credit union that values its members and their financial well-being.

World Financial Group is a leading insurance agency located at 2099 Gold Street in San Jose, California. We specialize in providing comprehensive insurance solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the insurance industry and find the best policies to meet their needs. Whether you are looking for life insurance, health insurance, or business insurance, World Financial Group is here to help you every step of the way. Contact us today to learn more about our services and how we can help you achieve peace of mind and financial stability.

Whitaker Financial Services is a reputable finance and insurance agency located at 1276 Lincoln Avenue in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of financial services to meet the needs of our clients. Whether you are looking for investment advice, insurance coverage, or retirement planning, our experts are here to help you navigate the complexities of the financial world. Trust Whitaker Financial Services to help you secure your financial future.

Ames Notary is a trusted finance institution located at 301 North Jackson Avenue in San Jose, California, United States. Our team of experienced notaries provides a wide range of services including loan signings, document notarization, and legal document preparation. We are committed to providing efficient and reliable services to meet the needs of our clients. Visit us today to experience professional and personalized financial services at Ames Notary.

Omni Law Mergers & Acquisitions Attorney is a reputable legal institution located at 1855 Hamilton Avenue in San Jose, California, United States. Specializing in mergers and acquisitions, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a focus on professionalism, integrity, and expertise, we strive to assist businesses in navigating the complex world of mergers and acquisitions. Whether you are looking to expand your company through a merger or acquisition, or need legal guidance in the process, Omni Law Mergers & Acquisitions Attorney is here to help.

The Amerian Trust Institute is a reputable institution located at 2055 Junction Avenue in San Jose, California, United States. Our institute is dedicated to providing top-quality education and training in the field of trust management and financial planning. With experienced instructors and a comprehensive curriculum, we strive to equip our students with the knowledge and skills needed to succeed in the competitive world of finance. Join us at the Amerian Trust Institute and take the first step towards a successful career in trust management.

Silicon Valley Financial Group is a leading financial institution located at 950 South Bascom Avenue in the heart of San Jose, California. As a trusted name in the finance industry, we offer a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, Silicon Valley Financial Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you reach your financial objectives.

FEI Silicon Valley is a prestigious financial institution located at 1583 Sundown Lane in the heart of San Jose, California. As a leading player in the finance industry, FEI Silicon Valley offers a wide range of services including investment banking, wealth management, and financial advisory. With a team of experienced professionals and cutting-edge technology, FEI Silicon Valley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, FEI Silicon Valley is your trusted partner in finance.

Silicon Valley Capital Partners is a leading finance institution located at 1731 Technology Drive in the heart of San Jose, California. As a prominent player in the finance industry, we specialize in providing strategic capital solutions to businesses in the Silicon Valley region and beyond. Our team of experienced professionals offers a wide range of financial services, including venture capital investments, private equity funding, and strategic advisory services. With a focus on innovation and growth, Silicon Valley Capital Partners is dedicated to helping businesses thrive and succeed in today's competitive market.

Jeffrey Raegen - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, ensuring their financial goals are met with professionalism and integrity.

Marine Coast Financial is a reputable finance institution located at 1936 Camden Avenue in San Jose, California, United States. Specializing in a wide range of financial services, including loans, investments, and wealth management, Marine Coast Financial is committed to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a strong focus on customer satisfaction, clients can trust Marine Coast Financial to help them achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Ilda Mitchel - State Farm Insurance Agent is a bilingual Spanish-speaking insurance agency located at 6203 San Ignacio Avenue in San Jose, California. We serve Santa Clara County and Placer County, offering competitive car insurance, renters insurance, homeowners insurance, condo insurance, business insurance, and life insurance quotes tailored to your budget and needs. Our dedicated team is committed to providing excellent customer service and protecting your assets. We are available by phone or text to assist clients in the greater Bay Area, including San Jose, South Bay, East Bay, North Bay, Peninsula, and San Francisco. Our mission is to offer budget-friendly insurance policies based on individual requirements. Contact us at 408-238-0100 for assistance with auto insurance, home insurance, renters insurance, business insurance, and life insurance. James, a trilingual team member, is available to help with commercial insurance needs and is also a talented chef. Please reach out if you need a quick certificate of insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. State Farm VP Management Corp. provides investment products, separate from banking and insurance services. For tax or legal advice, please consult a professional advisor.

Patelco Credit Union is a trusted financial institution located at 5185 Cherry Avenue in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your money and plan for the future.

Elevate Financial Solutions, LLC is a leading finance institution located at 1275 South Winchester Boulevard in San Jose, California, United States. We specialize in providing innovative financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized services and tailored financial strategies to meet the unique needs of each client. Whether you are looking to invest, save for the future, or manage your finances more effectively, Elevate Financial Solutions, LLC is here to help you elevate your financial success.

Almaden Lake Apartments, located at 978 Almaden Lake Drive in San Jose, California, offers 144 affordable one-, two-, and three-bedroom apartments with wall-to-wall carpeting, gas stoves, dishwashers, and deck/patio areas. Residents can enjoy amenities such as a community room with a kitchen, laundry facilities, elevators, a swimming pool, a tot lot, and assigned covered parking. The property overlooks Almaden Lake and is adjacent to a city-owned regional park, within walking distance of a light rail station, schools, and a shopping mall. Developed in conjunction with a community of for-sale single-family homes, Almaden Lake Apartments provides a comfortable and convenient living environment with professional on-site management. Architect: David Baker Partners, General Contractor: L & D Construction, Devcon, Financial Partners: Wells Fargo Bank, City of San Jose, SAMCO, CalPERS, State of California, Edison Capital Housing Investments.

Mia Services is a reputable finance institution located at 1364 East Santa Clara Street in San Jose, California, United States. We offer a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit Mia Services today to learn more about how we can assist you with your financial needs.

Ohlone Court Apartments, located at 5225 Terner Way in San Jose, California, offers affordable one-, two-, three-, and four-bedroom apartments in the beautiful Almaden Valley. This award-winning institution features amenities such as wall-to-wall carpeting, all-electric kitchen, dishwasher, air-conditioning, deck/patio, community room with kitchen, laundry facilities, swimming pool, BBQ with picnic area, children’s play areas, assigned covered garage and carport parking, courtesy patrol, and professional on-site management. Winner of a 1998 Gold Nugget Award, Ohlone Court Apartments is part of a master-planned community developed in a unique partnership with a private landowner. This transit-oriented development provides affordable housing in one of the country’s most expensive markets. The property features a large swimming pool, children’s wading pool, structured play areas, BBQs, lawn areas, and a community center. Conveniently located next to a local library, Highway 85, Guadalupe Parkway, and Oakridge Mall, with easy access to transportation via nearby light rail stop.