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Kevin M
Series 63, Series 66
Rochester, NY
J.P. Morgan Securities
Kevin Murdock is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Citizens Bank, and was involved with S and S Tap Room Inc for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 in its investment recommendations.
Charleen G
Series 63, Series 65
Rochester, NY
J.P. Morgan Securities
Charleen Guck is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
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