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Jillian T

Series 63, Series 66

Gig Harbor, WA

J.P. Morgan Securities

Jillian Tizapantzi is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes roles at Key Investment Services LLC, KeyBank, and JPMorgan Chase Bank, N.A. Outside of advising, she has been involved with Ocean 5/Table 47/Harbor 05 LLC since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Wealth management Executive Founder/Business Owner
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Robert E

Series 66

Gig Harbor, WA

J.P. Morgan Securities

Robert Eiford Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Chase Investment Services, Wells Fargo Clearing, A.G. Edwards & Sons, and Waddell & Reed. He has also been involved with the Robert S. Eiford and Susanne Eiford Family Partnership, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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 investment strategies.

Wealth management Executive Founder/Business Owner
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Louis L

Series 63, Series 66

Gig Harbor, WA

J.P. Morgan Securities

Louis Londino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2015, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Edgar E

Series 63, Series 66

Gig Harbor, WA

J.P. Morgan Securities

Edgar Engelhardt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with J.P. Morgan in various roles since 2013. 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 when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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