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Randall S
Series 66, Series 63
Fort Worth, TX
J.P. Morgan Securities
Randall Sloan is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Bank of America/Merrill Lynch and Thrivent. His experience also includes roles at TD Ameritrade/Charles Schwab and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may include an ESG framework.
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