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Randy R

Series 66

Austin, TX

J.P. Morgan Securities

Randy Rousseau is a financial advisor with J.P. Morgan Securities in Austin, TX. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at JP Morgan Chase Bank and Chase, spanning over 19 years in total. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process that includes quantitative and qualitative analysis, and incorporates ESG considerations in its recommendations.

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William H

Series 66

Austin, TX

J.P. Morgan Securities

William Heredia is a financial advisor at J.P. Morgan Securities based in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Merrill Lynch, Texas Capital Bank, United Heritage Credit Union, Austin International Group, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach. The firm integrates quantitative and qualitative research in its advisory process and offers expanded derivatives and commodities capabilities through its regulatory registrations and affiliates.

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