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Sergio G
Series 63, Series 66
Long Beach, CA
J.P. Morgan Securities
Sergio Garcia is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked within various divisions of JPMorgan Chase since 2008 and is also the owner of a private furniture manufacturing and sales business. 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 searches, and customized performance reporting within a non-discretionary program.
Douglas H
Series 66
Long Beach, CA
J.P. Morgan Securities
Douglas Hanna is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, Wells Fargo NA, and AIG Retirement Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, supported by centralized due diligence and includes broader derivatives and commodities capabilities.
Jason L
Series 63, Series 65
Long Beach, CA
J.P. Morgan Securities
Jason Lewis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Wamu Investments, Inc. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an ESG eligibility framework and implementation support from affiliated entities.
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