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Sean H

Series 63, Series 66

Mattapan, MA

J.P. Morgan Securities

Sean Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with firms including Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence and may incorporate ESG criteria.

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Ezekiel O

Series 65, Series 63

Mattapan, MA

J.P. Morgan Securities

Ezekiel Okai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America and various entrepreneurial ventures such as Monamipets and Gearupfortheelections. 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 advisory framework.

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