Gilbert, AZ 7632 S Power Rd Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

3

Of 14,280 advisors across 3,605 offices

Location

7632 S Power Rd

Gilbert AZ 85297

Advisors at this office

3

Advisors at this office

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Alanah S

Series 66

Gilbert, AZ

J.P. Morgan Securities

Alanah Simmons is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Allegis Group Inc, and Alaska USA Federal Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Timothy M

CFP®, Series 63, Series 66

Gilbert, AZ

J.P. Morgan Securities

Timothy Mc Naney is a CFP® professional with 14 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Christopher H

CFP®, Series 63, Series 65

Gilbert, AZ

J.P. Morgan Securities

Christopher Howell is a CFP® professional with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and is a partial owner of Honu Enterprises, LLC, a retail clothing business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Wealth management Executive Founder/Business Owner
View complete list of advisors at this office
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