David Bushnell is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at both Bank of America and Merrill Lynch. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Thomas Boland III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019. Prior to that, he worked at North Capital and North Capital Private Securities Corporation from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that includes quantitative asset-allocation modeling and centralized due diligence. The firm’s offerings emphasize ESG considerations and access a broad range of product types through its affiliation with J.P. Morgan’s broader financial organization.