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Jorge T
Series 63, Series 65
Whittier, CA
J.P. Morgan Securities
Jorge Torres is a financial advisor with J.P. Morgan Securities in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2013, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, he is involved in real estate ownership and management in several locations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative due diligence, with recommendations limited to eligible strategies.
Alexa B
Series 66
Whittier, CA
J.P. Morgan Securities
Alexa Barragan is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019. Her background also includes experience at JPMorgan Chase Bank, N.A., where she has worked since 2016, and a brief tenure at Abercrombie & Fitch Co. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program.
Rick M
Series 66
Whittier, CA
J.P. Morgan Securities
Rick Murga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012, with prior experience at Wm Financial Services, Inc. and Morgan Stanley Dw Inc. Outside of advising, he owns and manages rental real estate properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates a range of investment strategies, including ESG considerations.
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