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Todd S
Series 63, Series 65
Santa Maria, CA
J.P. Morgan Securities
Todd Sears is a financial advisor with J.P. Morgan Securities in Santa Maria, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at Brookstone Capital Management LLC. Outside of his advisory role, he is involved as an employee in a commercial janitorial business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers a range of investment solutions delivered on a non-discretionary basis, combining a broad product access with an ESG eligibility framework.
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