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Alex M
Series 66
Carmel, CA
J.P. Morgan Securities
Alex Minelli is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and broad derivatives capabilities.
Russell F
Series 63, Series 65
Carmel, CA
J.P. Morgan Securities
Russell Fletcher is a financial advisor with J.P. Morgan Securities in Carmel, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with J.P. Morgan since 2012 and has prior experience at Equitable Advisors and other firms. He serves as a board member and special projects lead for the White Rock Club, a nonprofit hunting club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting while clients retain final decision-making authority.
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