Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Gordon S
Series 63, Series 65
Darien, CT
J.P. Morgan Securities
Gordon Sommer Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held positions at Morgan Stanley Private Bank and RBC Capital Markets. He is also an owner of Gleneagle Capital, an LLC established for asset protection and financial planning. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.
Michael H
Series 63
Darian, CT
J.P. Morgan Securities
Michael Hershey is a financial advisor with J.P. Morgan Securities and JPMorgan Chase Bank, holding a Series 63 designation and 43 years of industry experience. His career includes roles at Oppenheimer Asset Management and CIBC World Markets Corp. He is based in Darian, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes both quantitative and qualitative research and offers broad derivatives and commodities capabilities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters