Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Zachary H
Series 63, Series 66
Jacksonville, FL
J.P. Morgan Securities
Zachary Henderson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience with Fidelity and JPMorgan Chase Bank, N.A. 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 in its recommendations.
Christopher E
Series 63, Series 65
Jacksonville, FL
J.P. Morgan Securities
Christopher Egan is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2007. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Gavin N
Series 63, Series 65
Jacksonville, FL
J.P. Morgan Securities
Gavin Noble is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to this, his work history includes positions at Northwestern Mutual and Applebee’s. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.
Argie F
Series 63, Series 66
Jacksonville, FL
J.P. Morgan Securities
Argie Focco is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Joseph R
Series 66
Jacksonville, FL
J.P. Morgan Securities
Joseph Reyes is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J. A. Reyes & Co., P. A., Equitable Financial Life Insurance, and Blaze Pizza. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.
Michael G
Series 66
Jacksonville, FL
J.P. Morgan Securities
Michael Gobert is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital One. He served in the US Marine Corps from 2014 to 2016. 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 brokerage, distribution, and investment management capabilities.
Caden N
Series 63, Series 65
Jacksonville, FL
J.P. Morgan Securities
Caden Napier is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Vanguard Group, Shopify, Robinhood, eBay, and Uber. 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 an ESG eligibility framework to support its recommendations.
Amanda H
Series 63, Series 66
Jacksonville, FL
J.P. Morgan Securities
Amanda Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Premature Driveaway, Inc. J.P. Morgan Securities 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 and an ESG eligibility framework.
Alexander S
Series 63, Series 66
Jacksonville, FL
J.P. Morgan Securities
Alexander Silberman is a financial advisor at J.P. Morgan Securities LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Securities and State Street Corporation. Outside of his advisory role, he works as an administrative assistant at Kittrich Corporation, a manufacturer of office supplies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
Lauren H
Series 66
Jacksonville, FL
J.P. Morgan Securities
Lauren Heck is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs and Littera Education Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Anh B
Series 63, Series 66
Jacksonville, FL
J.P. Morgan Securities
Anh Bui is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan, Anh worked at Fidelity Investments and has experience in education, having held positions at Jean Ribault High School and William Raines High School. Anh also operated a business, Bui Business LLC, from 2022 to 2024. J.P. Morgan Securities 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 and applies an ESG eligibility framework when recommending strategies.
Benjamin S
Series 66
Jacksonville, FL
J.P. Morgan Securities
Benjamin Scharron is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Nicole U
Series 66
Jacksonville, FL
J.P. Morgan Securities
Nicole Ubillus is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. She has held roles at Fidelity and JPMorgan Chase Bank, N.A., among other employers. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.
Patrick M
Series 66
Jacksonville, FL
J.P. Morgan Securities
Patrick Mccaskill is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC 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.
Anthony M
Series 63, Series 65
Jacksonville, FL
J.P. Morgan Securities
Anthony Mccaleb Edwards is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and JPMorgan Chase Bank, N.A. Outside of his advisory work, his background includes various roles in service and management sectors, such as valet parking services and hospitality. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan financial organization.
Kyle J
Series 63, Series 66
Jacksonville, FL
J.P. Morgan Securities
Kyle Jarosz is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Intercontinental Capital Group, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Professional Concessions Inc for nine years. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.
Arturo G
Series 63, Series 66
Jacksonville, FL
J.P. Morgan Securities
Arturo Granell Heras is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at UBS and Fidelity Investments. His background includes roles outside finance, such as with Elev8tion Fitness and the Paris Saint Germain Franchise. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis.
Lionel A
Series 63, Series 65
Jacksonville, FL
J.P. Morgan Securities
Lionel Alcidor is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of products through its broad affiliations within the J.P. Morgan organization.
Jacob W
Series 63, Series 65
Jacksonville, FL
J.P. Morgan Securities
Jacob Weintraub is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Deutsche Bank Securities, Banco Safra, and Saga Capital. 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 combination of advisory and brokerage capabilities.
Luke E
Series 66
Jacksonville, FL
J.P. Morgan Securities
Luke Elmore is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with nonprofit organizations including World of Fellowship Inc and Gospel Volunteers Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters