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Dawn F

Series 63, Series 66

Cedar Rapids, IA

J.P. Morgan Securities

Dawn Frost is a financial advisor with J.P. Morgan Securities in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at Instacart and TruStage/LPL/Cuna, among other firms. Outside of her advisory role, she has worked as an Instacart shopper on a part-time basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized performance reporting delivered on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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