Jonathan Adams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His previous roles include positions at Bank of America, Merrill, and Massachusetts Mutual Life Insurance Co. He is currently based in Saint Augustine, Florida. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while incorporating a centralized due-diligence process.

Hansford Sasser is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America/Merrill Lynch for seven years. Outside of his financial advisory role, he serves as an Officer Candidate in the Florida National Guard. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.