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Nicholas E

Series 63, Series 66

Greenwich, CT

J.P. Morgan Securities

Nicholas Esposito is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities since 2014, also working at JPMorgan Chase Bank since 2011. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Bashkim Q

Series 63, Series 66

Greenwich, CT

J.P. Morgan Securities

Bashkim Qosja is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Wealth management Executive Founder/Business Owner
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Julie J

Series 66

Greenwich, CT

J.P. Morgan Securities

Julie Johnson is a Series 66 licensed financial advisor with J.P. Morgan Securities in Greenwich, CT, where she has worked since 2018. She has eight years of industry experience, including prior roles at Bank of America and Merrill. Outside of finance, she previously operated an art and business consulting venture. 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.

Wealth management Executive Founder/Business Owner
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