Port St. Lucie, FL Office

Brandon Chavez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018, alongside a decade-long tenure with JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting 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 strategies.

Paula Earll is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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 broker-dealer and investment adviser registrations, delivering advisory services through a non-discretionary program where clients retain final decision-making authority.