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James M

Series 63, Series 66

Suwanee, GA

J.P. Morgan Securities

James Mizell III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Isaiah O

Series 66

Suwanee, GA

J.P. Morgan Securities

Isaiah Oh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 credential and has worked at J.P. Morgan Securities since 2018, as well as at JPMorgan Chase Bank, N.A. since 2017. Prior to his finance career, he spent eight years at Best Buy. 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment options through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
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Bradley C

Series 63, Series 66

Suwanee, GA

J.P. Morgan Securities

Bradley Chapman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors and various divisions of J.P. Morgan Chase since 2013. J.P. Morgan Securities 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. The firm offers non-discretionary services delivered by a select group of advisors.

Wealth management Executive Founder/Business Owner
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Han F

Series 63, Series 66

Suwanee, GA

J.P. Morgan Securities

Han Freimuth is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Language Line Solutions. 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 applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Tamseel F

Series 63, Series 66

Suwanee, GA

J.P. Morgan Securities

Tamseel Fatema is a financial advisor with J.P. Morgan Securities in Suwanee, GA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining JP Morgan Securities in 2014, Fatema was involved with JPMorgan Chase Bank, N.A. and operated Nayaab Collections, LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Ying P

Series 66

Suwanee, GA

J.P. Morgan Securities

Ying Piao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Piao worked at Bank of America and managed a sushi bar and ocean grill business for seven years. J.P. Morgan Securities 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 in its recommendations.

Wealth management Executive Founder/Business Owner
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Kevin K

Series 66

Suwanee, GA

J.P. Morgan Securities

Kevin Kemp is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Suwanee, GA. He has 18 years of industry experience, including over a decade at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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