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Payton W
Series 66, Series 63
Park City, UT
J.P. Morgan Securities
Payton Whalen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at firms including Massachusetts Mutual Life Insurance Co and Fidelity Investments. Outside of finance, he works as a caddy on a contract basis at Glenwild Golf Club and Spa in Park City, Utah. J.P. Morgan Securities 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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