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Paul L
Series 63, Series 66
Ft. Worth, TX
J.P. Morgan Securities
Paul Linville is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations, with recommendations potentially incorporating ESG criteria.
Derrick R
Series 63, Series 66
Ft. Worth, TX
J.P. Morgan Securities
Derrick Reaves is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with J.P. Morgan entities since 2009, including roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence with forward-looking market assumptions to support its advisory process.
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