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Thomas M
Series 63, Series 65
North Miami Beach, FL
J.P. Morgan Securities
Thomas Monnay is a financial advisor with J.P. Morgan Securities in North Miami Beach, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously held roles at Merrill and Bank of America. 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 with forward-looking capital market assumptions and may incorporate ESG criteria.
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