Charlotte, NC Providence Rd Office

Ethan Kirby is a financial advisor at J.P. Morgan Securities in Charlotte, NC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at Ameriprise Financial and Baker Tilly Advisory Group. 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. The firm employs a combination of quantitative screens and qualitative research to develop model asset allocations and integrates ESG criteria within its recommendations.

Mark Lucas is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, following five years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model allocations and incorporates an ESG eligibility framework.

Cheri Lytle is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following a prior role at Merrill Lynch for one year. Lytle serves as a board member for The American College, a private institution providing professional training and certifications for financial practitioners. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative analysis and includes ESG eligibility criteria, with implementation services provided by affiliated entities.

Frank Burgaretta Jr. is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses with 17 years of industry experience. His prior experience includes eight years at both Bank of America and Merrill, as well as three years at PNC. 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 within a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG considerations through a manager solutions team.

Michael Lacy is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and Alloy Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated investment-management entities.

Artem Kuehnel is a Series 66-credentialed advisor with J.P. Morgan Securities in Charlotte, NC, with one year of industry experience. He previously worked at Raiffeisenlandesbank Oberoesterreich AG from 2007 to 2025. 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 to develop model asset allocations and incorporates an ESG eligibility framework.