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Samantha P
Series 63, Series 66
Windermere, FL
J.P. Morgan Securities
Samantha Philip is a financial advisor with J.P. Morgan Securities in Windermere, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, including roles at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.
Kristi G
Series 66
Windermere, FL
J.P. Morgan Securities
Kristi Glover is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and concurrently at JPMorgan Chase Bank since 2021. Her background includes positions at Amazon.com, Trustco Bank, Michael Kors, TJX Company, Chipotle, and TUI UK. 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 searches, and customized performance reporting within a non-discretionary advisory program.
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