Tom Wallack is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services. Since 2022, he has been employed by both J.P. Morgan Securities and JPMorgan Bank, allowing him to offer a range of bank products and services in addition to investment advisory. 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 incorporates an ESG eligibility framework when recommending investment strategies.

John Mcnamee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Merrill, Bank of America, and First Republic Investment Management. He serves as a director and investment committee member on the board of the Catholic Community Foundation of Los Angeles, a nonprofit organization focused on social and economic change. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a centralized due-diligence framework. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry beginning in 2023. He previously worked at First Republic Bank from 2012 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. 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.

Yu Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Mass Mutual Investors Services. 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.

Pablo Artigas Maritano is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Santander for eight years and Société Générale for four years. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gabriela Ceballos is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, following prior roles within the firm’s affiliated banking division and earlier work outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.

Chris Bouyear is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommending investment strategies.

Roxana Nelson is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior roles include positions at Johnson Financial Group and service with USA Military Socafrica/Cat/I3 Technologies. 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 multiple market-facing registrations and functions.

James Wiggins is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has been with J.P. Morgan Securities since 2009 and has worked at JPMorgan Chase Bank, N.A. since 2017. 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 when recommending investment strategies.

Tyler Poritzky is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior roles include positions at AlphaSights, Liberty Mutual, Rush Street Capital, and Engel & Volkers, as well as academic involvement at the University of Michigan and Brandeis University. 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 due diligence. The firm incorporates an ESG framework in its recommendations and offers services on a non-discretionary basis.

Nazmul Alam is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked within various roles at JPMorgan entities and other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Mai Thang is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Mai has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2010. 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 strategies.

Travis Carnes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2002. 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, distribution, and investment management capabilities.

Emily Perl is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of experience in the industry. Her prior roles include positions at JPMorgan Chase Bank, Wolf Hospitality, and Necessary Skate Company LLC. J.P. Morgan Securities LLC offers 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 when recommending strategies.

Sarah Markeson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her professional background includes roles at JPMorgan Chase Bank, Ganz Group Inc, and other firms across several sectors. 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. The firm operates within the broader J.P. Morgan organization and offers a range of approved funds and strategies on a non-discretionary basis.

Evelyn Mei is a Series 66 credentialed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Morgan Stanley, and has held roles outside finance in retail and academia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Cynthia Hwang is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and six years of industry experience. Her work history includes roles at JPMorgan Chase Bank NA and Wells Fargo Bank, NA. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Mcmorris is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various entities within the J.P. Morgan organization since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Sofia Manashirov is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on asset-based fee structures and recommended funds approved via internal reviews.

John Kozole is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1997. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.