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Jeffery S

Series 66

Katy, TX

J.P. Morgan Securities

Jeffery Scott is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Corebridge Financial, Valic Financial Advisors, and Guardian Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, supported by a centralized manager solutions team.

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Muhammad D

Series 65, Series 63

Katy, TX

J.P. Morgan Securities

Muhammad Dhanji is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Company, JPMorgan Chase Bank, N.A., First Horizon Bank, and Faysal Bank Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research methods.

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