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Tyler H

Series 66, Series 63

Fresh Meadows, NY

J.P. Morgan Securities

Tyler Hall is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at GLG (Gerson Lehrman Group) and Morgan Stanley. He holds Series 63 and Series 66 licenses. 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 applying an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Wenyu Z

Series 63, Series 66

Fresh Meadows, NY

J.P. Morgan Securities

Wenyu Zhang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, Zhang worked at TD Bank and MassMutual Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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David Q

Series 63, Series 66

Fresh Meadows, NY

J.P. Morgan Securities

David Qadir is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. Additionally, he serves as an adjunct professor at The American College of Financial Services, teaching an investment class. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jason L

Series 63, Series 66

Fresh Meadows, NY

J.P. Morgan Securities

Jason Larkins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities for 12 years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Fabrizio G

Series 63, Series 65

Fresh Meadows, NY

J.P. Morgan Securities

Fabrizio Glick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in youth sports as a director, owner, and coach for two Long Island lacrosse organizations, the Long Island Sharks and Long Island Tomahawks (DBA Fablax). J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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