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Adam C

Series 65, Series 63

Pittsburgh, PA

J.P. Morgan Securities

Adam Check is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021 and was previously employed at PNC Bank from 2019 to 2021. 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. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

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Gregory W

Series 63, Series 65

Pittsburgh, PA

J.P. Morgan Securities

Gregory Walsh is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Morgan Stanley and Eaton Vance for over two decades before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop customized asset allocation advice, with clients retaining final decision-making authority.

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