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Parker M

Series 66

Birmingham, MI

J.P. Morgan Securities

Parker Millington is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at DTE Energy and PricewaterhouseCoopers LLP. 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.

Wealth management Executive Founder/Business Owner
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Cole C

Series 66

Birmingham, MI

J.P. Morgan Securities

Cole Chewins is a Series 66 credentialed advisor with J.P. Morgan Securities in Birmingham, Michigan. He has experience working at Clarkston Capital Partners, LLC, and has held multiple roles at Michigan State University and Betcar Accounting Inc. outside of his current role. 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 an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Silas G

Series 66

Birmingham, MI

J.P. Morgan Securities

Silas Grosch is a financial advisor at J.P. Morgan Securities with a Series 66 designation and prior experience serving nine years in the U.S. Navy. He currently serves as an officer in the U.S. Naval Reserves, participating in training exercises involving scuba diving, explosive ordnance disposal, and forensic examination of electronics. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Curtis A

Series 63, Series 65

Birmingham, MI

J.P. Morgan Securities

Curtis Allen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan-related entities since 2009. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Charles M

Series 63, Series 65

Birmingham, MI

J.P. Morgan Securities

Charles Mc Calla is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Caden P

Series 66

Birmingham, MI

J.P. Morgan Securities

Caden Pok is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Jpmorgan Chase Bank, N.A., Bank of America, and Calder Capital. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Tyler P

Series 66

Birmingham, MI

J.P. Morgan Securities

Tyler Preseau is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked for Huntington National Bank for nine years and holds a Series 66 designation. 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 an ESG eligibility framework in its approach.

Wealth management Executive Founder/Business Owner
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David G

Series 63, Series 65

Birmingham, MI

J.P. Morgan Securities

David Gach is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves on the finance committee of the Jewish Family Service of Metro Detroit. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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John C

Series 63, Series 65, Series 66

Birmingham, MI

J.P. Morgan Securities

John Caldwell is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities since 2013. In addition to his advisory role, he is involved with KMC Educational Services, a tutoring service. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a program that combines quantitative asset-allocation modeling with centralized due diligence and ESG considerations.

Wealth management Executive Founder/Business Owner
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Seyi O

Series 66

Birmingham, MI

J.P. Morgan Securities

Seyi Olabanji is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Michigan State University, Plante & Moran Financial Advisors, and Aptiv US Services General Partnership. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using 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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Tyler B

Series 66

Birmingham, MI

J.P. Morgan Securities

Tyler Bush is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked within the J.P. Morgan organization since 2018, including roles at J.P. Morgan Chase Bank and Park National Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Frances H

Series 63, Series 65

Birmingham, MI

J.P. Morgan Securities

Frances Hermes is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Their background includes roles at JP Morgan Chase Bank and Meridian Health Plan, as well as four years at Michigan State University. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and offers a range of products that include security-based swaps and futures commission merchant activities.

Wealth management Executive Founder/Business Owner
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Kurt T

Series 66

Birmingham, MI

J.P. Morgan Securities

Kurt Tech is a Series 66-credentialed advisor with J.P. Morgan Securities, based in Birmingham, MI, and has two years of industry experience. Prior to joining J.P. Morgan, he spent ten years with Huntington Bank. Outside of his advisory role, he is a minority partner and passive owner of Spartan Septic and Sewer, a septic pumping company. 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 an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Matthew S

Series 66

Birmingham, MI

J.P. Morgan Securities

Matthew Smith is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Navy and the U.S. Navy Reserve, where he continues to support administrative and readiness activities. Prior to his current role, he has experience with JPMorgan Chase Bank and Uber. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling, centralized manager due diligence, and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Massimo S

Series 66

Birmingham, MI

J.P. Morgan Securities

Massimo Scaccia is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A. and Azimuth Capital Management. 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.

Wealth management Executive Founder/Business Owner
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Kevin S

Series 63, Series 65, Series 66

Birmingham, MI

J.P. Morgan Securities

Kevin Sheard is a financial advisor with J.P. Morgan Securities LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Tactical Allocation Group, LLC, Chase Investment Services Corp., and Charles Schwab. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors via its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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John L

Series 66

Birmingham, MI

J.P. Morgan Securities

John Lockwood is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at SG Capital Management, Merrill, Bank of America, and Morgan Stanley. 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 applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Adam G

Series 66

Birmingham, MI

J.P. Morgan Securities

Adam Gaddy is a financial advisor at J.P. Morgan Securities with Series 66 registration and two years of industry experience. His prior roles include positions at RSM US LLP, the Illinois Policy Institute, and various departments at Hillsdale College. 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 an ESG framework to guide investment recommendations.

Wealth management Executive Founder/Business Owner
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Madalena P

Series 66

Birmingham, MI

J.P. Morgan Securities

Madalena Piedmonte is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Huntington Private Bank. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Graham G

Series 66

Birmingham, MI

J.P. Morgan Securities

Graham Garrison is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he held roles at Planet Fitness, PNC Financial Services, and legal firm Winegarden, Haley, Lindholm, Tucker & Himelhoch PLC. He is also an investor in Tasley AI, a technology company providing an AI-powered guest messaging platform for hotels. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a non-discretionary, quantitative, and ESG-informed approach.

Wealth management Executive Founder/Business Owner
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