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Connor N

Series 63, Series 66

Phoenix, AZ

J.P. Morgan Securities

Connor Niemtschk is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes positions at JPMorgan Chase Bank, Instacart, and various service industry roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of approved funds and strategies on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Ritesh K

Series 63, Series 66

Phoenix, AZ

J.P. Morgan Securities

Ritesh Khanna is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, N.A., Bank of America/Merrill Lynch, and Palladyne International Asset Management. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Joanna R

Series 66

Phoenix, AZ

J.P. Morgan Securities

Joanna Ramos Vizcarra is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities in various capacities since 2014. Outside of her advisory role, she is an owner and partner of Arizona Hedges LLC, a plant nursery business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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