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Joe S
Series 66
San Francisco, CA
J.P. Morgan Securities
Joe Sandoval is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at US Bank from 2011 to 2022 and JPMORGAN Chase Bank, N.A. since 2022. Outside of his advisory role, he owns a rental property business, which is managed by a third-party company. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.
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