Lakewood Ranch, FL Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

2

Of 14,280 advisors across 3,607 offices

Location

6145 Exchange Way

Lakewood Ranch FL 34202

Advisors at this office

2

Advisors at this office

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Victoria M

Series 63, Series 65

Lakewood Ranch, FL

J.P. Morgan Securities

Victoria Mccrindle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. She has been in the financial industry since 2025, with prior experience at Fifth Third Securities and JPMorgan Chase Bank. Outside of her advisory role, she works seasonally as an outside sales vendor for Craft Health Group LLC. 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 operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar

Stevan S

Series 63, Series 65

Lakewood Ranch, FL

J.P. Morgan Securities

Stevan Stanisic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo NA before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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