Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Uniontown, OH 44685
Credentials
Series 63, Series 66
Industry experience
4 years
Timothy Adkins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities, JP Morgan Chase Bank, W&S Brokerage Services, and Western & Southern Financial Group. His background also includes roles outside finance, such as positions at Marquette University and the School of the Art Institute of Chicago. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1721 Boettler Rd
Uniontown, OH 44685
Ohio
JP Morgan Securities, LLC
2022 - Present (4 years)
JP Morgan Chase Bank, N.A.
2022 - Present (4 years)
W&S Brokerage Services, Inc.
2021 - 2022 (1 year)
Western & Southern Financial Group
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Marquette University
2020 - 2021 (1 year)
School of the Art Institute of Chicago
2019 - 2020 (1 year)
Henry's Sports & Bait, Inc
2019 - 2020 (1 year)
The Orvis Company
2013 - 2016 (3 years)
University of Illinois at Chicago
2010 - 2019 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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CFP®
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Hyland Wealth Management LLC
Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.
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