Tampa, FL 12703 N Dale Mabry Hwy Office

Jacob Hurley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the owner of SITREP Financial LLC, which provides financial planning and brokerage services, and he is also licensed to sell fixed insurance products to retail clients. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Berni Castillo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Castillo worked at Wells Fargo Clearing and Wells Fargo NA from 2015 to 2022. 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.

Douglas Horner is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with J.P. Morgan Securities since 2017, following prior roles at Harwood Advisory Firm, Strategic Advisers, Inc., and Fidelity Brokerage Services. Based in Tampa, FL, Horner provides financial advisory services within a large institutional firm. J.P. Morgan Securities LLC offers institutional consulting to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.