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Gasper F

Series 63, Series 65

Madeira Beach, FL

J.P. Morgan Securities

Gasper Flores is a financial advisor with J.P. Morgan Securities in Madeira Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013 and was previously with Merrill from 2011 to 2013. 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.

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Juliana R

Series 63, Series 66

Madeira Beach, FL

J.P. Morgan Securities

Juliana Ramirez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Charles Schwab, T. Rowe Price, and Bank of America/Merrill Lynch. Outside of her advisory work, she is an owner and partner in an e-commerce business focused on online clothing sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

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Jared L

Series 66

Madeira Beach, FL

J.P. Morgan Securities

Jared Lohden is a financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, N.A. outside of the securities business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

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Matthew T

Series 63, Series 65

Madeira Beach, FL

J.P. Morgan Securities

Matthew Tatham is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Robinhood Financial, and Fidelity Investments. 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 and qualitative research and incorporates ESG considerations within a broad range of investment strategies.

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