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Trista M
Series 63, Series 66
Santa Clarita, CA
J.P. Morgan Securities
Trista Monroe is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Its Institutional Consulting Services program offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.
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