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Neil Canell
Jay Canell
Justin Dembo
Gregory Kanter
Adam Catalfomo
Kyle Driscoll
Jake Klarberg
Benjamin Mayo
Soben Huon
Lisa Marino
Christina Cona

The Canell Group at J.P. Morgan Securities

Canell Group

J.P. Morgan Securities
277 Park Avenue
New York, NY 10172

Neil Canell 212.272.0777
Jay Canell 212.272.0888
Justin Dembo 212.272.0999

Our Mission Statement

We are committed to managing our clients' wealth so that it truly serves their lives for generations to come.

Welcome

At The Canell Group, our clients are highly accomplished individuals who have built successful businesses, or productive careers. They have made a difference in their industries, as well as their communities and have accumulated considerable wealth in the process. They turn to us for help in handling their increasingly complicated investment and financial planning needs. Our goal is to make their lives simpler, taking on the complex task of managing their wealth.

We are Financial Advisors who take a holistic approach to wealth management. We take the time to learn our clients’ specific circumstances, concerns and aspirations in order to help them develop customized strategies to achieve their goals. We serve as our clients’ primary Financial Advisors, helping them use the resources at their disposal to support their vision; and to support the people and the causes that add meaning to their lives.

Services
  • Retirement Planning
  • Structured Products
  • Alternative Investments
  • Asset Management
  • Financial Planning
  • Fixed Income
  • Planning for Education Funding
  • Professional Portfolio Management
  • Wealth Management
Team Biographies
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 brand name for a wealth management business conducted by JPMorgan Chase & Co (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT PRODUCTS:
• NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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