June-David Caalaman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2023 → 05/2024
  Securities America, Inc.
  Chula Vista, CA
• 08/2020 → 10/2021
  California Coast Credit Union
  La Mesa, CA
• 10/2021 → 04/2023
  California Coast Credit Union
  Chula Vista, CA
• 08/2016 → 05/2019
  Modesto Junior College
  Modesto, CA
• 08/2019 → 05/2020
  Southwestern College
  Chula Vista, CA
• 08/2019 → 04/2021
  United Cerebral Palsy
  San Diego, CA
• 06/2019 → 08/2019
  Stars Therapy
  Chula Vista, CA
• 05/2018 → 05/2019
  United Cerebral Palsy
  Modesto, CA
• 07/2017 → 08/2018
  Jcpenney
  Manteca, CA
• 05/2024 → 03/2026
  Cetera Investment Services Llc
  St Cloud, MN
• 05/2024 → 03/2026
  Cetera Investment Advisers Llc
  National City, CA
• 03/2026 → Present
  Mechanics Bank
  El Cajon, CA
• 03/2026 → Present
  Lpl Financial Llc
  El Cajon, CA

Previous Registrations

• 2024-05-17 → 2026-03-16
  Cetera Investment Advisers Llc
  San Diego, CA
  National City, CA

Other Businesses

1 - 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2023-12-15

Other Names

• J.D. Caalaman
• June-David Moya Caalaman