Matthew Werther is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services Inc and JPMorgan Chase Bank, N.A. Outside of finance, his background includes roles at Techsalerator and The Beagle Button. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Patrick Sheridan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience with Massachusetts Mutual Life Insurance Co and Prudential Insurance Company of America. Outside of finance, he has been involved with Summit View Church. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jie Jie Hu is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, following a prior role at JPMorgan Chase Bank, N.A. Hu has ownership interests in a rental property outside of her advisory work. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

Simon Maynard is a CFP® professional with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 1997 and also works at Jpmorgan Chase Bank, N.A. since 2016. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Harten Arregui is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Credicorp Capital, and the World Bank Group. He also spent two years affiliated with Georgetown University and has experience in the Peruvian market through Credicorp Capital Bolsa. 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 their investment process.

Amanda Ricchiuti is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and First Republic Investment Management. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Diana Thomas is a financial advisor at J.P. Morgan Securities with 22 years of industry experience and holds Series 63 and Series 65 credentials. Her prior roles include positions at Goldman Sachs and RBC Capital Markets. She is a minority owner in two family-owned food processing businesses, with limited involvement in their operations. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing non-discretionary investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Oropeza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Stephanie Panayiotou is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. She has worked at J.P. Morgan Securities LLC since 2018 and has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment 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 investment strategies.

Robert Hart is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent four years at Sanford C. Bernstein & Co., LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ethan Dawson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors, LLC and has operated a mobile detailing business. 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 offers non-discretionary advice through a select group of Wealth Advisors.

Reynaldo Pol is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Ameriprise Financial and E*Trade Financial Corporation. Outside of finance, he worked as a sports official contractor for multiple organizations between 2013 and 2019. 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.

Maria Mejia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partner and owner of Omega Group Management Inc., a real estate business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Michael Turner II is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked within various branches of JPMorgan since 2014. 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.

Jennifer Cochran is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. 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.

Arash Jahanbigloo is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and six years of industry experience. He has worked at several major firms, including UBS Financial Services, Wells Fargo Bank, and JPMorgan Chase Bank. 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 investment recommendations.

Alex Pineda is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at JPMorgan Chase Bank, N.A., First Republic Bank, and Bank of America. 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.

Nicholas Frederick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. 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 delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Sergio Gorno is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior firms include Equitable Advisors and JPMorgan Chase Bank. Outside of finance, he is involved in the entertainment industry as an owner and partner of Persei LLC, a live music band and merchandise business. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Meeta Vakil is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. She has been with J.P. Morgan Securities LLC since 2014. 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 and investment management capabilities.