J.P. Morgan Securities Expands Advisor Force

J.P. Morgan Securities announced Wednesday it has added eight advisors to its offices in Boston, New York City, and Florham Park, N.J.

The advisors bring a combined $745 million in client assets to the firm, and increase the total number of advisors to 455 as of February 28.

“We are taking every opportunity to add top talent in growing markets, and these new advisors bring with them deep experience in the industry and in their markets,” Greg Quental, CEO of J.P. Morgan Securities said in a statement. “The combination of our boutique approach with the extraordinary depth of resources we offer continues to prove attractive to advisors and clients alike.  We are excited to welcome these new advisors to the firm as we grow our business across key markets.”

Scott Grenert and Kevin McIntyre will join the firm’s Boston office from Deutsche Bank Securities, bringing over two decades of experience.

Jeff Sherman, Art Karabelas and Okita Sevi will also be located at the Boston office after having spent seven years together at Merrill Lynch. Both teams will report to Rick Penafiel, a regional director.

Glen Kashetsky and Sal Saetta join the New York office from Merrill Lynch, and will report to regional director Mike Lee.

Stephan Rothewill join the firm’s Florham Park, New Jersey after having spent 15 years at Merrill Lynch. He will report to Kevin Casey, head of the Florham Park office. 

For reprint and licensing requests for this article, click here.
Practice management Boutiques
MORE FROM FINANCIAL PLANNING