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Craig M
Series 63, Series 66
Piqua, OH
J.P. Morgan Securities
Craig Morris Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan since 2013. Prior to his current role, he was involved in catering and entertainment businesses for several years. 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, supported by centralized due diligence and a mix of quantitative and qualitative research.
Savannah G
Series 63, Series 65
Piqua, OH
J.P. Morgan Securities
Savannah Grunkemeyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan, she worked at UBS Financial Services for five years and has experience outside finance, including roles at Coldstone Creamery and Hulme and Company CPA's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screening and qualitative research, incorporating ESG factors within a broader derivatives and commodities capability.
Jason A
Series 63, Series 66
Piqua, OH
J.P. Morgan Securities
Jason Anthony is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is the sole owner of a farm in Fletcher, Ohio, where he engages in land cash renting and recreational hunting. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.
Michael A
Series 63, Series 66
Piqua, OH
J.P. Morgan Securities
Michael Anderson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Park National Bank and Skylight Financial Group. Outside of finance, he is involved with Pekowi Softwash LLC, reflecting an entrepreneurial interest. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.
Tonya H
Series 63, Series 66
Piqua, OH
J.P. Morgan Securities
Tonya Hammonds is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with firms including FIFTH THIRD SECURITIES, Inc., U.S. Bancorp Investments, Inc., and JPMorgan Chase Bank, N.A. Outside of finance, she has experience in education and local sports organizations. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in its investment recommendations.
Olivia A
Series 66
Piqua, OH
J.P. Morgan Securities
Olivia Anthony is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, she worked at Palstar Inc and Flyer Enterprises and held roles at the University of Dayton. 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. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.
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