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Teri Landrum

Advisor at J.P. Morgan Securities

Updated today

Location

Mt. Sterling, OH 43143

Credentials

Series 66

Industry experience

25 years

About

Teri Landrum is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2009. 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 through a select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

47 North London

Mt. Sterling, OH 43143

Most active in

Ohio

Work history

J.P. Morgan Securities

2012 - Present (14 years)

JPMorgan Chase BAnk, N.A.

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Shawn B

CFP®

Grove City, OH

Columbus Street Wealth Management, LLC

At Columbus Street Financial Planning, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

General retirement planning Retirement income strategy Wealth management Mid-Career Professionals Gen X (Born 1965-1980)
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Chad F

PFS™

Grove City, OH

Arch City Financial

Chad Frush is a financial advisor at Arch City Financial with the PFS™ designation and seven years of industry experience. He has been with Arch City Financial since 2018 and has also operated Frush & Associates, Inc. since 2009. Outside of his advisory role, he owns Frush Consulting, LLC, which provides external accounting solutions to clients. Arch City Financial serves institutional and plan-sponsor clients, corporations, and individuals, offering portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment management with diversified, asset-class portfolios and applies various analytical methods in its research and due diligence.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Troy G

Series 66

Grove City, OH

T Green Wealth Advisors LLC

Troy Green is the managing member of T Green Wealth Advisors LLC in Grove City, OH, with 22 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company. Outside of his advisory work, he serves as Patrol Director for Mad River Mountain Ski Patrol, overseeing medical and skiing proficiency training on a volunteer basis. T Green Wealth Advisors LLC provides portfolio management and financial planning services primarily to individual clients, emphasizing retirement-plan consulting and participant education. The firm’s investment approach incorporates modern portfolio theory and asset allocation, utilizing a range of securities including mutual funds, equities, fixed income, and ETFs.

Annuities General retirement planning Retirement income strategy
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Danny C

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Danny Colburn is a financial advisor at Colburn Wealth Management, LLC in Grove City, OH, holding a Series 65 designation with 14 years of industry experience. He has been involved with Colburn Investments, LLC since 2011. Colburn Wealth Management offers discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, while maintaining the flexibility to employ short-term trading strategies when appropriate.

Tax-loss harvesting Active portfolio management
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Robert G

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Robert Gabel is a Series 65-licensed financial advisor at Colburn Wealth Management, LLC with one year of industry experience. He previously worked at Cardinal Health, Inc. for twelve years before joining his current firm. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, with additional strategies employed as needed.

Tax-loss harvesting Active portfolio management
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Edward D

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Edward Daniels is a financial advisor at Colburn Wealth Management, LLC with a Series 65 credential and over 25 years of experience, including a long tenure at Cardinal Health, Inc. He has been with Colburn Wealth Management since 2025 and is also involved with Brass Bull1. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses, using client-specific Investment Policy Statements to guide primarily long-term portfolios. The firm manages approximately $91.8 million in discretionary assets and offers educational seminars and workshops for clients and prospects.

Tax-loss harvesting Active portfolio management
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