The Traynor Adams Group at J.P. Morgan Securities
J.P. Morgan Securities
3424 Peachtree Road, Suite 1700
Atlanta, GA 30326
Toll free: 800.444.2327
The Traynor Adams Group focuses on providing tailored wealth management strategies for high-net-worth individuals, business owners and privately held companies.
The group consists of three members: Chip Traynor with over 40 years of experience, Jason Adams with over 19 years of experience and Kay Wilson with over 17 years of experience.
Traynor Adams' approach to preparing a client's investment portfolio is based on years of experience navigating multi-year market cycles.
Working with The Traynor Adams Group, you will have access to a team of professionals that are able to provide their clients with a range of benefits, including:
- Working with a team that has witnessed and experienced many market cycles
- Multi-faceted set of personal strategies designed to meet our client's short-term and long-term financial needs
- Access to the global resources of one of the world's largest and most respected financial firms
- A team that takes the time to understand the needs and goals of each client, allowing us to filter through the vast expanse of financial information and drill down on the issues that matter to them most
About J.P. Morgan Securities
J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.
Learn more about our firm and investment professionals through FINRA BrokerCheck.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products and services through J.P. Morgan Securities, LLC, and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC.
Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
Investment products: Not FDIC insured • No bank guarantee • May lose value