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Gabriel J
Series 66
San Pedro, CA
J.P. Morgan Securities
Gabriel Jimenez is a Series 66-licensed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities in San Pedro, CA. His career includes multiple tenures at J.P. Morgan Securities and related entities, as well as positions at Bank of America, Merrill, and Wells Fargo. 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 process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment management entities.
Wesley S
Series 66
San Pedro, CA
J.P. Morgan Securities
Wesley Sullivan is a financial advisor with J.P. Morgan Securities in San Pedro, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and its affiliated entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.
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