Cape Coral, FL Cape Coral Pkwy W Office

Jairo Sotomayor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Fifth Third Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Steven Fried is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 24 years of industry experience. He has been with J.P. Morgan Securities since 2013 and is also the owner of Making Magic Destinations, a travel agency specializing in theme park, cruise, and group travel bookings. Additionally, he is affiliated with WAYT Nutrition, promoting nutritional supplements through social media and assisting with brand strategy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations through a non-discretionary program.

Maria Clare is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2016. Outside of her advisory role, she is a partial owner and silent partner in a family business, the Majestic Hotel in Barranquilla, Colombia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.