Mason, OH S Mason Montgomery Rd Office

Lucas Hiler is a financial advisor with J.P. Morgan Securities in Mason, OH, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at Fifth Third Securities and Fifth Third Bank, as well as in accounting at Kirsch CPA Group LLC. Hiler has experience in event management and has worked with the Dan Beard Council. 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 applying an ESG eligibility framework in its recommendations.

Tim Tracy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2016. 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 brokerage, distribution, and investment management capabilities.