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Chase B
Series 66
Centennial, CO
J.P. Morgan Securities
Chase Baumgartner is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America/Merrill Lynch and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is also an independent musician. 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 when recommending strategies.
Robert S
CFP®, Series 66
Centennial, CO
J.P. Morgan Securities
Robert Snyder Jr. is a CFP® with 8 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Merrill, Charter Equity Research, and Edward Jones. 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 investment recommendations.
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