Surprise, AZ W. Bell Road 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

17073 W. Bell Road

Surprise AZ 85374

Advisors at this office

3

Advisors at this office

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Summer D

Series 66

Surprise, AZ

J.P. Morgan Securities

Summer Darkis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 12 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Manuel H

Series 63, Series 66

Surprise, AZ

J.P. Morgan Securities

Manuel Hierro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Patrick S

Series 66

Surprise, AZ

J.P. Morgan Securities

Patrick Salazar is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has eight years of industry experience, including prior roles at USAA Investment Services Company and USAA Group/USAA Life Co. 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.

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