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Kyle R
Series 66
Mesquite, TX
J.P. Morgan Securities
Kyle Roehrig is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a concurrent tenure at JPMorgan Chase Bank, N.A. beginning in 2011. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
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