After adding three advisors to its East coast operations earlier this year, the New York-based boutique wealth management firm said it was continuing to eye opportunities for growth in “key markets.”
“We continue to see exciting opportunities in key markets like Seattle,” Greg Quental, chief executive officer of J.P. Morgan Securities, said in a statement. “We have a strong team in place and look forward to introducing our deep expertise, broad product offering and boutique experience to Seattle area clients.”
Six veterans of the firm have been tasked with leading the office including David Jernigan, Barney Cohen, Clayton Bland, Chad Reibman, Shawn O’Neill and Scott Dale.
Based in San Francisco, Jernigan will now be the regional director for both the San Francisco and Seattle regions. He has 29 years of experience at firms such as Merrill Lynch and Legg Mason and has been at J.P. Morgan Securities since 2011, according to public records with the Financial Industry Regulatory Authority.
A 13-year industry veteran, Cohen will be a managing director at the office. He has been with J.P. Morgan Securities since 2006 and also served at Piper Jaffray and Merrill Lynch.
Also with 13 years of experience, Bland has been with J.P. Morgan Securities since 1999 and moves to the Seattle office as senior vice president.
Reibman and O’Neill both have two decades of experience and serve as managing directors. Reibman, who is also a portfolio manager, began his career at Smith Barney and has since been with Oppenheimer and Bear Stearns. He has been with J.P. Morgan Securities since 2005 according to FINRA records.
O’Neill joined J.P. Morgan Securities last year from RBC and had also been at Deutsche Bank, according to public registration records.
Dale, who has five years of experience, moves into the Seattle office as a financial advisor having been with Merrill Lynch until he joined J.P. Morgan last year.
As of December 2012, J.P. Morgan Securities, which is the boutique wealth management division of J.P. Morgan, had 451 advisors focused on the high net worth space.
