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Janelle B
Series 66
Eagle, ID
J.P. Morgan Securities
Janelle Burns is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. She has been with J.P. Morgan affiliates in various roles since 2000. Outside of her advisory work, she is an independent sales representative for Rodan + Fields skin care products. 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. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.
Dennis K
Series 66
Eagle, ID
J.P. Morgan Securities
Dennis Koch is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and previously at Thrivent Investment Management. Outside of his advisory role, he serves as a lacrosse coach and directs the Treasure Valley Golf Tour, organizing events and leading meetings for the tour. 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 their recommendations.
Jose L
Series 63, Series 65
Eagle, ID
J.P. Morgan Securities
Jose Lopez Medel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and Wells Fargo. Outside of finance, he is involved with the Boise Timbers Thorns youth soccer club as an employee and contractor. 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 advisory services alongside brokerage, distribution, and investment management capabilities.
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