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Brian S

Series 65, Series 63, Series 66

Lake Oswego, OR

J.P. Morgan Securities

Brian Singer is a financial advisor with J.P. Morgan Securities and holds Series 63, 65, and 66 licenses. He has 15 years of industry experience and has worked at J.P. Morgan Securities since 2020, having been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm offers its services on a non-discretionary basis, with clients retaining final decision-making authority.

Wealth management Executive Founder/Business Owner
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Eric P

Series 63, Series 66

Lake Oswego, OR

J.P. Morgan Securities

Eric Purcell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His background includes roles at The Vanguard Group and multiple positions within JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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