Jose Padilla is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Goldman Sachs and has been with J.P. Morgan Securities and JPMorgan Chase Bank 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 an ESG eligibility framework in its investment process.

Stephen Roberts is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, N.A. and Waddell & Reed. 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 and centralized due diligence with an ESG eligibility framework in its recommendations.

Chase Walian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Third Bridge US Inc. from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cindy Chan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan in various capacities since 2012. Based in San Francisco, CA, her career has been focused within the J.P. Morgan organization. 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’s approach integrates quantitative asset-allocation modeling with centralized due diligence and includes an ESG eligibility framework in its investment recommendations.

Bradford Muir is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining J.P. Morgan in 2022. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brendan Geiger is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2017, following two years at BlackRock Inc. 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 authority.

Caitlin Gilmour is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has held positions within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Gilmour’s background includes several roles at the University of Texas at Austin and Duchesne Academy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Joshua Watson is a financial advisor with J.P. Morgan Securities based in Surprise, AZ. He holds Series 63 and Series 66 designations and has 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice that combines quantitative asset-allocation modeling with centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Christian Morales is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including TD Private Client Wealth LLC, Guardian Life, and JPMorgan Chase Bank, N.A. 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 client decisions.

Michael Yuan is a financial advisor at J.P. Morgan Securities in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Merrill, Bank of America, Santander, State Street Corp, and a teaching position at the University of Massachusetts Boston. Outside of finance, he was involved with Watermark Donut Co for two years. 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 in its investment approach.

Matthew Barkauskas is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and having four years of industry experience. His career includes roles at JPMorgan Chase Bank, SidelineSwap, Proficio Capital Partners, and Tradition. 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, using quantitative asset-allocation modeling and centralized due diligence to guide investment recommendations.

William Meyers is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, AllerVie Health, Ryan LLC, and the Federal Trade Commission. 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 an ESG eligibility framework.

Hugh Wong is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked at WealthSetter and South Bay Advisors, LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Elkin Parker Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Investment Management Services and PGIM Investments before joining J.P. Morgan in 2019. Outside of advisory services, he is a joint owner of a real estate property rented on Airbnb. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jason Brown is a financial advisor with J.P. Morgan Securities in Santa Rosa, CA, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 affiliated brokerage, distribution, and investment management capabilities.

Andrew Gough is a financial advisor at J.P. Morgan Securities with 13 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 2013, with a recent tenure at Finch Insights, Inc. from 2021 to 2024. Outside of his advisory role, he serves as trustee for several family trusts. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence. The firm offers customized, non-discretionary advice through a select group of Wealth Advisors.

Heather Deacon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a licensed esthetician and operates as an independent service provider offering skin care services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as CitiGroup Global Markets Inc. since 2016. 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, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Aminadab Lugo is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2006. Outside of his advisory role, he serves as an elder and officer at Emmanuel Bible Church in Berwyn, Illinois. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Gustavo Llorente Bruzual is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has worked at various entities within the J.P. Morgan organization since 2014, including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in recommending investment strategies.