NAPA FIRM PARTNERS
Broker-Dealers & RIAs
J.P. Morgan Wealth Management
Kestra Financial, Inc. Ausitn, TX | kestrafinancial.com
New York, NY | jpmorganwealthmanagement.com KEY CONTACT(S)
Jim Doyle | 212.272.8410 | jim.doyle@jpmorgan.com Jillian White | 212.272.0403 | jillian.white@jpmorgan.com
FIRM PROFILE Global expertise, made personal At J.P. Morgan Wealth Management, we help our clients design bespoke wealth strategies that consider their complex needs across both their personal and professional finances—all while delivering the attention and immediacy of boutique style business. Our advisors are backed by the strength of our leading global firm, with more than 200 years of proven expertise, experience managing over $2 trillion in assets and powerful insights from around the world. Brokerage/Advisory products offered through J.P. Morgan Securities LLC, Member FINRA/SIPC.
PRIMARY MARKET(S) SERVED
KEY CONTACT(S)
Taylor Hammons 737.443.2290 | taylor.hammons@kestrafinancial.com John Amore 737.443.2600 | john.amore@kestrafinancial.com Jennette Schlinke 737.443.2048 | jennette.schlink@kestrafinancial.com
FIRM PROFILE Kestra Financial specializes in individual wealth management and institutional retirement plan solutions. Kestra was founded on a partnership culture that attracts leading advisors and selectively engages the best talent. That has allowed us to be nimble enough to address individual needs while still offering superior resources. Kestra is based in Austin and built on an innovative and independent spirit recognized across the country. Our advisors benefit form unparalleled direct access to our leadership team and their experience and expertise.
PRIMARY MARKET(S) SERVED
66 OPTIONS AVAILABLE • Preferred Provider Program • Retirement Sales Desk Representative • Business Development Consultants • Recruiter for Retirement Plan Advisors • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38) • 408(b)(2) - In-House or Outsourced • Minimum Fee Schedules
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OPTIONS AVAILABLE • Preferred Provider Program • Retirement Sales Desk Representative • Business Development Consultants • Recruiter for Retirement Plan Advisors • 3rd Party Vendor Analysis Tool • Other Tools • Participant Advice/Participant Services • CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • 408(b)(2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Minimum Fee Schedules
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