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Victoria W
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Victoria Webster is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at RBC Capital Markets, Bank of America/Merrill Lynch, Suntrust/Truist, and Fulton Financial. She is currently based in Palm Beach Gardens, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.
Lee S
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Lee Staton is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Compass Financial Group. He is based in Palm Beach Gardens, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Brian B
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Brian Baldwin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Baldwin holds the Series 66 designation and is based in Palm Beach Gardens, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
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