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Nick C
Series 65, Series 63
Columbus, OH
J.P. Morgan Securities
Nick Compton is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining J.P. Morgan Securities in 2024, his background includes a role at Esporta Fitness in 2022 and periods outside the workforce. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.
Kathy W
Series 66
Columbus, OH
J.P. Morgan Securities
Kathy Warden is a Series 66 licensed financial advisor with seven years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held positions at CitiBank. 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 institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.
Jessica R
Series 66
Columbus, OH
J.P. Morgan Securities
Jessica Rappold is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Hamilton & Rappold. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
Caitlin M
Series 63, Series 65
Columbus, OH
J.P. Morgan Securities
Caitlin Minneci is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at firms such as Janney Montgomery Scott, Northwestern Mutual Investment Management, and Apollon Wealth Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Denise F
Series 63, Series 66
Columbus, OH
J.P. Morgan Securities
Denise Fountain is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to her current role, she worked at Huntington Bank Inc. and has been involved with Scentsy in a retail capacity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Eric B
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Eric Bean is a financial advisor with J.P. Morgan Securities based in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Investments, and Donatos, as well as a decade at Ultrafit-USA. 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.
Kanisha M
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Kanisha Mills is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds Series 66 and Series 63 licenses and has three years of industry experience. Outside of her advisory role, she has worked as an employee and contractor for JSI Janitorial LLC, a janitorial services provider. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework in its recommendations.
Alec L
Series 66
Columbus, OH
J.P. Morgan Securities
Alec Levine is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience in the industry. Prior to joining J.P. Morgan Securities in 2026, he held positions at Randstad and William O Cleverly & Associates. His work history also includes roles outside the financial industry at AED Enterprises and Dewey's Pizza. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.
Kaleb K
Series 66
Columbus, OH
J.P. Morgan Securities
Kaleb Kemper is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and work outside the financial industry, including at Giant Eagle and School of Rock - Dublin. 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 investment approach.
Emmanuel C
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Emmanuel Chinwuko is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. Prior to his financial services career, he was employed at John Sinclair Nissan and the YMCA of Southeast Missouri. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
Linda S
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Linda Smith is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to her current role, her work background includes positions at several automotive dealerships. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
Asli D
Series 66
Columbus, OH
J.P. Morgan Securities
Asli Dolucan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked within various divisions of J.P. Morgan since 2007, including JP Morgan Chase Bank N.A. and J.P. Morgan Securities. 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, distribution, and investment management capabilities.
William T
Series 63, Series 65, Series 66
Columbus, OH
J.P. Morgan Securities
William Talbott is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services LLC, Cetera Financial Group, and Pacific Oak Capital Markets. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting based on a combination of quantitative modeling and centralized due diligence.
Kenneth F
Series 63, Series 66
Columbus, OH
J.P. Morgan Securities
Kenneth Farmer is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019 and previously spent one year at Macy’s Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.
Andrew C
ChFC®, Series 63, Series 65
Columbus, OH
J.P. Morgan Securities
Andrew Croop is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and previously worked at Nationwide Mutual Insurance Co. and VALIC Financial Advisors. Outside of finance, he serves as a Guest Service Representative for athletic events at The Ohio State University. J.P. Morgan Securities primarily provides investment consulting and advisory services 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.
Benjamin W
Series 66
Columbus, OH
J.P. Morgan Securities
Benjamin Westley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and is based in Columbus, Ohio. His prior work experience includes roles at JPMorgan Chase Bank, Fifth Third Bank, and Integrity Express Logistics. 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 to guide investment recommendations.
Alexis P
Series 63, Series 66
Columbus, OH
J.P. Morgan Securities
Alexis Peace is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses. She has three years of industry experience, including prior roles at Shawn W Phelps and Northwestern Mutual. J.P. Morgan Securities 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.
Heidi J
Series 66
Columbus, OH
J.P. Morgan Securities
Heidi Johnson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, NA since 2000. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Chase S
Series 65, Series 63
Columbus, OH
J.P. Morgan Securities
Chase Streetman is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and with ten years of industry experience. He previously worked at Morgan Stanley from 2016 to 2022 before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
Benjamin M
Series 66
Columbus, OH
J.P. Morgan Securities
Benjamin Myers is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Edward Jones and held roles in HR-related firms. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions on a non-discretionary basis.
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