Robert Jobe is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan and JPMorgan Chase Bank since 2022. His prior roles include positions at Equitable Financial Life Insurance Co and Equitable Advisors, as well as various roles in education and local government. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research supported by a centralized manager solutions team.

Cody Anderson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Merrill, Morgan Stanley, and Bank of America. Prior to his financial career, he was involved with Seniors Choice Home Care from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities uncommon among institutional advisory programs.