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Makeda Gebre

Advisor at J.P. Morgan Securities

Updated today

Location

Golden, CO 80403

Credentials

Series 63, Series 65

Industry experience

2 years

About

Makeda Gebre is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Transamerica Financial Advisors. Outside of her advisory role, she is involved in content creation focused on motivation, lifestyle, health, and fitness, and has an interest in a mobile application promoting healthy lifestyle choices and green juice recipes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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

6380 Mc Intyre Pkwy

Golden, CO 80403

Most active in

Colorado · Texas

Work history

JPMorgan Chase BAnk, N.A.

2025 - Present (1 year)

J.P. Morgan Securities

2025 - Present (1 year)

Nordstrom Rack

2025 - 2025 (1 year)

Phyta Life LLC

2025 - Present (1 year)

TikTok

2025 - Present (1 year)

Health Insurance Associates

2024 - 2024 (1 year)

Transamerica Financial Advisors, LLC

2023 - 2025 (2 years)

Morris & Mae

2023 - 2024 (1 year)

Wrapify

2021 - 2022 (1 year)

Whistling Hare Distillery

2021 - 2023 (2 years)

KDP Publishing

2021 - 2022 (1 year)

MPowering America

2021 - 2022 (1 year)

Home2Suites

2021 - 2021 (1 year)

Instacart

2021 - Present (5 years)

How Money Works

2020 - 2025 (5 years)

World Financial Group

2020 - 2025 (5 years)

Ginger Pig

2020 - 2020 (1 year)

Run for the Roses

2020 - 2020 (1 year)

Virtual Bartender

2020 - 2021 (1 year)

Hotel Born

2019 - 2020 (1 year)

Lyft

2018 - 2019 (1 year)

White Lodging

2017 - 2019 (2 years)

Unemployed

2016 - 2017 (1 year)

Thirsty Lion Gastropub

2016 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining The Millstone Evans Group in 2025, he worked seven years at Atomos Nuclear and Space Corporation and spent four years with The Millstone Evans Group of Raymond James & Associates. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm manages portfolios using a range of investment vehicles and incorporates fundamental, technical, and ESG analysis in its investment process.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies
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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Nicholas Weisert is a CFP® with 12 years of industry experience, currently serving as the sole advisor at 46 North Financial in Denver, CO. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm manages approximately $60.4 million in assets and is known for its work with charitable organizations and ERISA fiduciary services, utilizing third-party model portfolios and sub-advisers to implement tailored investment strategies.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bart S

Series 63, Series 65

Denver, CO

Skidmore Advisory Services, Inc.

Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Income planning General tax planning Options & derivatives strategies
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Derek W

CFP®, Series 63, Series 65

Broomfield, CO

Wolff Financial Advisors, LLC

Derek Wolff is a CFP® with 22 years of experience in the financial services industry. He has been the sole advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs both fundamental and technical analysis alongside long- and short-term trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
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Darren S

Series 66

Denver, CO

Aviator Wealth Group

Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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