Shaunta Hunter Weeks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of her advisory role, she is a member of Second City Management Group LLC, a residential real estate management and renovation company she owns with her husband. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Kieran Locke is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. He serves as Treasurer and board member for the Refugee Assistance Alliance, a nonprofit organization aiding new refugees to the U.S. J.P. Morgan Securities 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Anson Sung is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining J.P. Morgan Securities in 2021. Outside of his advisory role, he has passive ownership interests in a modular construction company and an engine development firm. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis alongside affiliated brokerage and investment management capabilities.

Nathan Lillis is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and Macquarie Group, as well as work experience during his time at Pennsylvania State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ian Mc Farlane is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and having one year of industry experience. He has been with J.P. Morgan Securities since 2023 and has prior experience at JPMorgan Chase Bank, N.A. since 2017, as well as Inter-Commercial Business Systems. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Gordon Sommer Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an owner of Gleneagle Capital (Holdings), an LLC created for asset protection and financial planning. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Adam Mace is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Meghan Westervelt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Siemens Financial Services Inc from 2016 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy O'Connor is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Luis Soto is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses with four years of industry experience. Before joining J.P. Morgan Securities, he worked at TD Private Client Wealth LLC and TD Bank, and served in the United States Armed Forces. Outside of his advisory role, he is an owner and partner at LEA Property Management, where he manages a small residential property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Terence Prokop is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Westpoint/MassMutual Life Insurance Co and Denis Kelly/Wespoint/Mass Mutual. Prior to his financial services career, he was involved in education roles including Teach For America and Chicago Heights SD170. 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 brokerage and investment management capabilities.

Paul Bastio is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. He is based in Irvine, California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jorge Zavala Mora is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he has worked within J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Ryan Bucholtz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase and its affiliates since 2016. Prior to his financial services career, he worked for Lyft and Uber from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Edward Douglass is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Transamerica Capital Inc. He serves as a board member and finance committee member for The Park People, a community organization focused on planting trees and improving parks in Denver. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and integrating an ESG eligibility framework in its investment recommendations.

Eddie Reyes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, he held roles at Morgan Stanley, Price Waterhouse Coopers, and Brown & Brown Insurance. Reyes is also the owner of Reyes Property Management LLC, a property management and leasing business unrelated to his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joseph Spieczny is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 66 and Series 63 licenses with 20 years of industry experience. He has worked at J.P. Morgan Chase & Co. and JP Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Zachary Langevin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Broadstreet Partners and JPMorgan Chase Bank. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside investment advisory. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Desiree Borland is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2010 and is also involved with Stages Pet LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

John Adeniji is a CFP®-credentialed financial advisor with J.P. Morgan Securities in Fort Worth, TX, and has 24 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he has been involved with Be Legend Gaming, LLC from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.