Vero Beach, FL Beachland Blvd Office

Blake Callahan is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 15 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Shannon Andresen is a Series 66-licensed advisor with J.P. Morgan Securities in Vero Beach, Florida, and has 10 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a structured and quantitative process.

Kerry Kimmel Geiger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, Geiger worked at NBC Securities, Inc. from 2011 to 2018. Outside of advising, Geiger is involved with JoyDrop LLC since 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.