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Karim D

Series 66

Dana Point, CA

J.P. Morgan Securities

Karim Darwesh is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., Van Clemens & Co Wealth Management, and operated his own business, Karim Darwesh, from 2015 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Luis Q

Series 63, Series 66

Dana Point, CA

J.P. Morgan Securities

Luis Quiroga is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America/Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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