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Cameron Michael Sanders

Advisor at J.P. Morgan Securities — Streetsboro, OH

Updated today

Credentials

Series 66

Experience

1 year

Location

Streetsboro, OH 44241

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,344

Across 3,615 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Cameron Sanders is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Financial Life Insurance, Equitable Advisors, and Lighthouse Advisers. Outside of finance, he has worked with small businesses such as Wheely Clean Car Wash, Shawnee Tree Farm, and The Wine Mill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Streetsboro, OH

9163 State Rte 43

Streetsboro OH 44241

Advisors at this office

2

Most active in

Ohio

Work history

1 year of industry experience

J.P. Morgan Securities

2025 - Present • 1 year

Streetsboro, OH

JPMORGAN Chase Bank, N.A.

2025 - Present • 1 year

Streetsboro, OH

Equitable Financial Life Insurance

2025 - 2025 • 1 year

Cleveland, OH

Equitable Advisors

2025 - 2025 • 1 year

Cleveland, OH

Unemployed

2025 - 2025 • 1 year

Hudson, OH

Lighthouse Advisers

2024 - 2024 • 1 year

Mentor, OH

Wheely Clean Car Wash

2024 - 2025 • 1 year

Northfield, OH

Unemployed

2023 - 2024 • 1 year

Hudson, OH

Shawnee Tree Farm

2022 - 2023 • 1 year

Hudson, OH

The Wine Mill

2022 - 2023 • 1 year

Peninsula, OH

Unemployed

2021 - 2022 • 1 year

Hudson, OH

Jo-Ann Stores, LLC

2020 - 2021 • 1 year

Hudson, OH

Waterway Hudson

2019 - 2021 • 2 years

Hudson, OH

Unemployed

2015 - 2019 • 4 years

Hudson, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Alec D

CFP®, Series 65

Akron, OH

Sand Run Wealth Management

Alec Derrig is a CFP® and Series 65 license holder based in Akron, Ohio, with one year of experience at Sand Run Wealth Management. His prior work includes roles at Kauig Companies Limited and Apple Growth Partners, as well as four years at Kent State University. Outside of advising, he is involved with a family office through his other business activities. Sand Run Wealth Management is an Ohio-registered investment adviser serving individuals and families with investment management and financial planning services. The firm employs a long-term, goals-based investment approach tailored to client objectives and emphasizes tax-aware strategies through diversified portfolios.

General retirement planning Tax-loss harvesting Wealth management Retirement withdrawal strategies Executive Founder/Business Owner Retired
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Todd P

Series 63, Series 65

Northfield, OH

Gateway Financial

Todd Pouliot is a financial advisor at Gateway Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sigma Financial Corporation for 12 years before joining Gateway Financial in 2019. Gateway Financial is an independent advisory firm serving individual clients, retirement plans, and corporate clients. The firm employs a largely passive, asset-class-driven investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analyses, and offers a range of services including continuous investment management, financial planning, employee benefit plan consulting, and held-away account monitoring.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Ryan K

Series 63, Series 65

Solon, OH

WRK Investments, LLC

Ryan Kitson is the sole advisor at WRK Investments, LLC, based in Solon, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated WRK Investments since 2011. WRK Investments provides discretionary investment management services to individuals, high net worth clients, families, trusts, estates, and small businesses. The firm’s investment approach combines proprietary fundamental and cyclical research focused on mid, large, and mega-cap equities, utilizing long-term holdings alongside occasional short positions, margin, options, and tactical strategies.

Passive / index investing Active portfolio management Concentrated stock management Options & derivatives strategies
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Peter L

Series 65

Akron, OH

Priority Investment Management LLC

Peter Laakso is a financial advisor with Priority Investment Management LLC in Akron, OH. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Meridian Capital Management Group, Inc. from 2014 to 2024 and prior self-employment from 2010 to 2016. Priority Investment Management LLC provides discretionary asset management services to individuals, including high-net-worth clients, and business entities. The firm offers customized investment programs using a mix of fundamental, technical, charting, and cyclical analysis, with an emphasis on managing accounts separately and allowing clients to vote their own proxies.

Active portfolio management
user avatar

James B

CFA®, Series 65

Solon, OH

Private Harbour Investment Management & Counsel LLC.

James Blue is a CFA® charterholder with 23 years of industry experience. He has been with Private Harbour Investment Management & Counsel LLC since 2008, serving as the firm's sole advisor. Private Harbour Investment Management & Counsel is an independent, SEC-registered advisory firm that provides investment management and related counsel to individuals, trusts, estates, and institutional clients. The firm employs a valuation-focused investment approach complemented by technical analysis for timing, offering tailored portfolios and strategies that include core equity, balanced, and income-generation options.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
user avatar

Larry K

Series 63, Series 66

Stow, OH

Gateway Wealth, Inc.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

General tax planning General estate planning guidance
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