Jeanie Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over three decades at Wells Fargo in various roles. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jeffrey Townsend is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thrivent Investment Management and Wells Fargo Home Mortgage. 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’s Institutional Consulting Services program delivers customized, non-discretionary advice primarily through a select group of Wealth Advisors.