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Randy M
Series 63, Series 66
Evergreen, CO
J.P. Morgan Securities
Randy Mossa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Charles Schwab and TD Ameritrade and is the owner of Verde Malo LLC, a non-agent real estate business. Randy holds Series 63 and Series 66 designations. 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.
James E
Series 63, Series 66
Evergreen, CO
J.P. Morgan Securities
James Emanuel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.
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