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Brian H
Series 63, Series 66
Lake Elsinore, CA
J.P. Morgan Securities
Brian Henderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines systematic quantitative screens with qualitative research, incorporating ESG considerations and supporting clients with centralized due diligence and affiliated implementation services.
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