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Andrew K

Series 63, Series 66

Milwaukee, WI

J.P. Morgan Securities

Andrew Keller is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank NA since 2016 and JPMorgan Securities LLC since 2014. Outside of his advisory role, Keller serves as Chair of the Foundation Board for the Betty Brinn Children's Museum. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while relying on an in-house manager solutions team and a centralized due-diligence framework.

Wealth management Executive Founder/Business Owner
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Thomas L

CFA®, Series 63, Series 66

Nanuet, NY

J.P. Morgan Securities

Thomas Leder is a CFA® charterholder with 29 years of industry experience. He is currently with J.P. Morgan Securities and JP Morgan Chase Bank, N.A., where he has worked since 2020. His prior experience includes roles at Mass Mutual Investors Services and National Life Group. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Yajing Q

Series 63, Series 66

Milpitas, CA

J.P. Morgan Securities

Yajing Qiu is a financial advisor with J.P. Morgan Securities in Milpitas, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and JPMorgan Chase Bank, N.A. since 2024. 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 investment recommendations.

Wealth management Executive Founder/Business Owner
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Nicole B

Series 63, Series 66

Winnetka, IL

J.P. Morgan Securities

Nicole Borovicka is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at J.P. Morgan Securities, with a five-year break from the industry between 2017 and 2022. 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 through a quantitative and ESG-integrated approach.

Wealth management Executive Founder/Business Owner
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Crystal P

Series 63, Series 66

Weatherford, TX

J.P. Morgan Securities

Crystal Polovina is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services and Regions Bank. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Elias M

Series 63, Series 66

Delray Beach, FL

J.P. Morgan Securities

Elias Mellul 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 across various roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, and Leumi Investment Services. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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Samuel R

Series 63, Series 66

Fort Worth, TX

J.P. Morgan Securities

Samuel Rouse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at JPMorgan Chase Bank NA since 2015 and has held advisory roles at JPMorgan Securities LLC during multiple periods totaling seven years. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Janice N

Series 66

San Francisco, CA

J.P. Morgan Securities

Janice Negvesky is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at JPMORGAN Chase Bank, Georgetown University, and Pocono Eye Associates. 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 when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Thomas M

Series 66

New Berlin, WI

J.P. Morgan Securities

Thomas Murray III is a financial advisor with J.P. Morgan Securities in New Berlin, WI, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America/Merrill Lynch, Prudential Financial, and Regal Financial Group. 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 an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Colin D

Series 63, Series 66

Menlo Park, CA

J.P. Morgan Securities

Colin Dasanjh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he manages several residential rental properties. 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 applying an ESG eligibility framework to its investment recommendations.

Wealth management Executive Founder/Business Owner
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Edward B

Series 66

San Diego, CA

J.P. Morgan Securities

Edward Blazejewski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has been associated with the J.P. Morgan organization since 2013, including roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Jeremiah W

Series 66, Series 63

Columbus, OH

J.P. Morgan Securities

Jeremiah Watene is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at New York Life and American Income Life. From 2021 to 2022, he operated a small business, Jeremiah Paint & Pressure Wash. 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 through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
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Angelica R

Series 63, Series 65

Chicago, IL

J.P. Morgan Securities

Angelica Ramirez is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Chase in various capacities since 2011. Based in Chicago, IL, her career includes roles at both J.P. Morgan Chase Bank N.A. and J.P. Morgan Chase Securities LLC. 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 affiliated brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Scott M

Series 63, Series 65

Boston, MA

J.P. Morgan Securities

Scott Mc Ginty is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. He also attended Fairfield University from 2013 to 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Kevin C

Series 63, Series 66

San Diego, CA

J.P. Morgan Securities

Kevin Cheng is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan since 2017, including roles at JPMorgan Chase Bank and Foresters Financial Services prior to that. 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.

Wealth management Executive Founder/Business Owner
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Aneel Q

Series 63, Series 65

Omaha, NE

J.P. Morgan Securities

Aneel Qaiser is a financial advisor with J.P. Morgan Securities in Omaha, Nebraska, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo Clearing. 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.

Wealth management Executive Founder/Business Owner
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Joel S

Series 66

Los Angeles, CA

J.P. Morgan Securities

Joel Simaie is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 credential and six years of industry experience. His previous roles include positions at Versa Capital Inc. and Wells Fargo. 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 an ESG eligibility framework in its investment approach.

Wealth management Executive Founder/Business Owner
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Jeanna D

Series 66

San Francisco, CA

J.P. Morgan Securities

Jeanna Deane is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Morgan Stanley. J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Katherine H

Series 63, Series 66

Dallas, TX

J.P. Morgan Securities

Katherine Husman is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her advisory role, she is an investor in Lucky & Good Consulting, LLC, a family asset protection entity focused on minimizing tax liability. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process and centralized due diligence. The firm offers these services on a non-discretionary basis, combining advanced modeling with an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Seth J

Series 63, Series 66

San Antonio, TX

J.P. Morgan Securities

Seth Jutz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, Erik J Antener, Capitol Wealth Strategies/Guardian Life, Northwestern Mutual, and UPS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting 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.

Wealth management Executive Founder/Business Owner
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