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Joseph D
Series 63, Series 66
Beckley, WV
J.P. Morgan Securities
Joseph De La Rosa is a financial advisor with J.P. Morgan Securities in Beckley, WV, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at Appalachian Regional Healthcare from 2015 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through its Institutional Consulting Services program.
Bailey M
Series 66
Beckley, WV
J.P. Morgan Securities
Bailey Meade is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Bailey worked at JPMorgan Chase Bank, N.A. from 2020 to 2022 and has held various roles in retail and service industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.
Joseph M
Series 63, Series 65
Beckley, WV
J.P. Morgan Securities
Joseph Meade is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.
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