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Owen F
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Owen Faulkner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and JPMorgan Chase Bank, N.A. 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 recommendations.
Angelica W
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Angelica Wolfe is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan and related firms since 2016. Outside of her advisory work, she is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and she is an independent contractor selling hair and skin beauty products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services 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.
Angel L
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Angel Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to focusing on financial services, Angel worked in the restaurant industry, including roles at Er Ge Hot Pot and BBQ and Xin Japanese Restaurant. Angel also worked as a part-time food server outside of the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.
Jordan W
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Jordan Williams is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles including at J.P. Morgan Chase and Lowe's. Outside of finance, he has been a contractor delivering food for DoorDash since 2018. 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 recommendations.
Brady E
Series 66
Columbus, OH
J.P. Morgan Securities
Brady Eller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.
Jovonni A
Series 63, Series 66
Columbus, OH
J.P. Morgan Securities
Jovonni Auddino 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. His prior roles include positions at Northwestern Mutual Wealth Management Company and Anthony Mastro. 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.
Benjamin B
Series 63, Series 66
Columbus, OH
J.P. Morgan Securities
Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. He has previously worked with Nationwide Investment Services Corp and JPMorgan Chase Bank, N.A. Outside of his advisory role, Blotner is involved with the Society for American Baseball Research as an unpaid freelance writer and has performed as a singer and karaoke host at The Dolphin Lounge. J.P. Morgan Securities 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 an ESG eligibility framework in its recommendations.
Kylee R
Series 66
Columbus, OH
J.P. Morgan Securities
Kylee Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in both financial services and the golf club industry, including positions at Klaus Financial Services, LLC and Double Eagle Golf Club. Rogers completed her education at Miami University. 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 incorporates an ESG eligibility framework when recommending strategies.
Jennifer F
Series 66
Columbus, OH
J.P. Morgan Securities
Jennifer Funk is a Series 66-credentialed advisor with 18 years of industry experience. She has been with J.P. Morgan Securities in Columbus, OH since 2012. J.P. Morgan Securities LLC 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.
Andrew S
Series 66
Columbus, OH
J.P. Morgan Securities
Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable and JPMorgan Chase Bank, N.A. He has also been involved with JDJ Bernards Inn LLC and the Providence Community Pool. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.
Justin B
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Justin Burkhart is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan entities since 2015, currently based in Columbus, OH. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.
Anthony C
Series 66
Columbus, OH
J.P. Morgan Securities
Anthony Covelli is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. His career includes multiple roles within the J.P. Morgan organization since 2015. 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.
William M
Series 63, Series 66
Columbus, OH
J.P. Morgan Securities
William Morrison is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work history includes positions at AmeriTrust Insurance and Crate & Barrel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.
David S
Series 66
Columbus, OH
J.P. Morgan Securities
David Scott is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previous work history at LGS Staffing, American Income Life, and Vertiv Co. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.
Cortland H
Series 63, Series 66
Columbus, OH
J.P. Morgan Securities
Cortland Haynes is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Amazon, PNC, and the Veteran Affairs. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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.
Devin E
CFP®, Series 66
Columbus, OH
J.P. Morgan Securities
Devin Erickson is a CFP® with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Columbus, OH. His prior work includes roles at Bellhop, LPL Financial, and involvement with GO Kickball. 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 recommendations.
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