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Ford R

Series 66, Series 63

Albuquerque, NM

J.P. Morgan Securities

Ford Reese is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at E*Trade/Morgan Stanley and has been involved in entrepreneurial ventures including The Hippie House LLC DBA Colt Classic Presents. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Frank F

Series 65, Series 63

Albuquerque, NM

J.P. Morgan Securities

Frank Fragoso is a financial advisor at J.P. Morgan Securities in Albuquerque, NM, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at JPMorgan Chase Bank, N.A. Prior to his current role, he was employed at firms including Fidelity Investments and Nomad. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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