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Robert H

Series 66

Utica, MI

J.P. Morgan Securities

Robert Hite is a financial advisor with J.P. Morgan Securities in Utica, MI, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Fifth Third Securities, PNC Wealth Management, and Valic Financial Advisors, before joining J.P. Morgan Securities in 2012. 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 applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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William H

Series 66

Utica, MI

J.P. Morgan Securities

William Hawkins is a financial advisor with J.P. Morgan Securities in Utica, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he was associated with New Possibilities Financial Group and has a background that includes roles in mortgage lending and life insurance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework to offer customized recommendations through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
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David K

Series 66, Series 63

Utica, MI

J.P. Morgan Securities

David Kennedy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2018, also working concurrently with JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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