Queen Creek, AZ S Ellsworth Loop Rd Office

Michael Erickson is a financial advisor with J.P. Morgan Securities in Queen Creek, AZ, holding Series 66 and Series 63 registrations and one year of industry experience. He has prior experience with JPMorgan Chase Bank, N.A. and several mortgage and lending firms. Outside of his advisory role, he works part-time as a soccer coach. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice with an ESG framework and access to a broad range of products through its affiliations.

William Monaccio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Dynamic Wealth Strategies, and Edward Jones. He is also a partner in a real estate holding company, W and A Properties, LLC, which currently has no active operations. 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 delivers these services through Wealth Advisors while clients retain final decision-making authority.