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Michelle D
Series 63, Series 66
Sun Lakes, AZ
J.P. Morgan Securities
Michelle Delgado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2012 and previously worked at Chase Investment Services Corp. Michelle is also a co-owner of SOMOS Weddings LLC, a business supporting her husband’s wedding officiant services by managing administrative and client logistics. 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 advisory program combines quantitative and qualitative due diligence with an ESG eligibility framework and includes derivatives and commodities capabilities.
Nicholas S
Series 66
Sun Lakes, AZ
J.P. Morgan Securities
Nicholas Starck is a financial advisor with J.P. Morgan Securities in Sun Lakes, AZ, holding a Series 66 designation and six years of industry experience. He has worked with various J.P. Morgan entities since 2016. Outside of his advisory role, he is a 16.5% owner of a condominium unit and boat slip at Sister Bay Yacht Club Marina Condominium. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.
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