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Ryan K

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Ryan Kennedy is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior work at Fidelity Investments and involvement with Town Beer Co and Mandarin Christian Church of Jax FL INC. 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 in its approach.

Wealth management Executive Founder/Business Owner
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Alexander J

Series 66

Jacksonville, FL

J.P. Morgan Securities

Alexander Jean Mary is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Personal and Workplace and Strategic Advisers LLC. 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 investment recommendations.

Wealth management Executive Founder/Business Owner
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Ashlee B

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Ashlee Brown is a financial advisor at J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses with approximately one year of experience in the industry. Her prior roles include positions at Alex Brown | Raymond James and JPMorgan Chase Bank, N.A., as well as involvement with Mad Dance Performing Arts and a home décor business, Rustic French Home. J.P. Morgan Securities LLC 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 to inform non-discretionary advisory services.

Wealth management Executive Founder/Business Owner
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Michael F

Series 66

Jacksonville, FL

J.P. Morgan Securities

Michael Fiorilli Jr. is a financial advisor with J.P. Morgan Securities in Plantation, FL, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Fiorilli Consulting, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Sunglass Hut. 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 affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Ashley D

Series 63, Series 65

Jacksonville, FL

J.P. Morgan Securities

Ashley Darr is a financial advisor with J.P. Morgan Securities in Venice, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously held roles at Wells Fargo Bank and Carrabbas. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Michael K

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Michael Keller is a financial advisor at J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 designations with two years of industry experience. He previously worked at Fidelity Investments and has a varied background including roles at Beeline, Kessler Creative, Compass Group, and Publix Super Markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process that combines quantitative asset allocation and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Joshua H

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Joshua Hughes is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JPMorgan Chase Bank, N.A. Outside of his financial advisory role, Hughes is the owner and content creator of Long Turn Larry, a YouTube channel focused on Magic: The Gathering's commander format. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Wesley W

Series 63, Series 65

Jacksonville, FL

J.P. Morgan Securities

Wesley Ward 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 Fidelity Investments and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Janet B

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Janet Baynes is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and with 26 years of industry experience. She has been with JPMorgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting 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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Robert P

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Robert Preston is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Fidelity and JPMorgan Chase Bank. 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 non-discretionary client decision-making.

Wealth management Executive Founder/Business Owner
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Gina F

Series 66

Jacksonville, FL

J.P. Morgan Securities

Gina Franco Calderon is a financial advisor with J.P. Morgan Securities based in Jacksonville, FL. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Raymond James Financial Services and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured, non-discretionary process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Brady M

Series 66

Jacksonville, FL

J.P. Morgan Securities

Brady Mims is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity in various capacities from 2021 to 2025. Prior to his financial services career, he gained experience in landscaping and sales. 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.

Wealth management Executive Founder/Business Owner
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Hunter H

Series 66

Jacksonville, FL

J.P. Morgan Securities

Hunter Harting is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Mariner Wealth Advisors and Lincoln Financial Advisors. Harting is based in Jacksonville, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Mikala M

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Mikala Michael is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and State Farm Insurance. 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 in its recommendations.

Wealth management Executive Founder/Business Owner
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Amber O

Series 66

Jacksonville, FL

J.P. Morgan Securities

Amber Oliver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She previously worked at Rainmaker dba Align Wealth Management, a practice of Ameriprise Financial, for seven years and has experience at Stock Yards Bank and Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of wealth advisors, applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Jefry S

Series 66

Jacksonville, FL

J.P. Morgan Securities

Jefry Sulbaran is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Argos Wealth Management, Coastal Wealth (a Mass Mutual subsidiary), UBS, and StoneX. 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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Andrea C

Series 66

Jacksonville, FL

J.P. Morgan Securities

Andrea Cruz is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo. Outside of her advisory role, Cruz is involved in several non-investment activities including sales positions with Mary Kay and Bag Master, and roles as a secret shopper and nanny. 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 an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Joshua Z

Series 66

Jacksonville, FL

J.P. Morgan Securities

Joshua Zuckerman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has held positions at Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. Outside of his financial advisory role, he has worked as an independent Uber driver. 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 incorporating an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Evan S

Series 66

Jacksonville, FL

J.P. Morgan Securities

Evan Sliwowski 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 Valore Acquisitions Corp., JPMorgan Chase Bank, N.A., and Northwestern Mutual. 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 an ESG eligibility framework in its approach.

Wealth management Executive Founder/Business Owner
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