About this Event
FREE Lunch & Learn Series: Private Briefing with J.P. Morgan's Guide to the Markets
CPA's and Attorney's are invited to join us for a delicious lunch and an informative session at Antonello Ristorante! This Lunch & Learn Series presentation can provide 1hr CE credit. Free parking at event site. RSVP for this Lunch & Learn Event today!
Private Briefing with J.P. Morgan'sGuide to the Markets
Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, John & Jack will share thoughts on the current economic landscape and outlook for 2024, discuss key drivers and trends taking place in the markets and answer your most pressing questions.
Meet John
John Leonard, Executive Director, is a client advisor for the Retail Asset Management Group of JP Morgan in Southern California. An employee since 2007, John is part of the Client Advisory team that is responsible for all equity, fixed income and alternative investment strategies for JP Morgan’s retail advisers. John’s responsibilities also include financial market commentary within JP Morgan’s Market Insight series and Guide to the Markets, providing key insights on the Global Markets for financial advisers and their clients.
Prior to joining JP Morgan, John has spent 20yrs in the financial industry working with firms such as, First American and USAllianz, in management and retail sales.
He holds a B.A in Communications and Political Science from the University of California/ San Diego and holds FINRA Series 7, 63 , 65 licenses and a Certified Investment Management Analyst designation, CIMA®.
Meet Jack
Jack Manley, Executive Director, is a Global Market Strategist at J.P. Morgan Asset Management. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets.
Jack is also a frequent guest on CNBC, Bloomberg, BNN and other financial news outlets and is often quoted in the financial press. He graduated from the University of Chicago with a Bachelor's degree in History.
Jack joined J.P. Morgan in 2013 as a member of the Asset Management Strategy & Business Development Team, where he worked on various strategic initiatives across the firm. He has been in his current role since 2016.
Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
Event Venue & Nearby Stays
Antonello Ristorante, 3800 South Plaza Drive, Santa Ana, United States
USD 0.00
