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Robert J
Series 66
Upper Arlington, OH
J.P. Morgan Securities
Robert Jobe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Equitable Financial Life Insurance Co and Equitable Advisors, and has held roles in education and local government. 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.
Cody A
Series 66
Upper Arlington, OH
J.P. Morgan Securities
Cody Anderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Morgan Stanley, and Equitable Advisors. 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 an ESG eligibility framework.
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