Tanner Curley is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2015. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Trisha Chaney is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and The Huntington Investment Company. 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 combination of advisory and brokerage capabilities.

Claire Meyer is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in New York, NY. She previously worked at Bank of America and Merrill and has a background that includes time at UBS and Duke University. 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 to support client decision-making.

Reilly Gerlach is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and possessing six years of industry experience. Prior to his current role at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, he worked at Nextcare Holdings in 2018 and attended the University of Arizona from 2016 to 2020. 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. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis.

Leonardo Ryan is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Fidelity Investments and several banking institutions. 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.

Mohammad Rihan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. His prior experience includes roles at MMZ Enterprises, LLC and Launch Point One, LLC. 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 applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Daniel Whritenour 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 at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he has experience with small business ventures including ownership of All American Decks LLC and Tavern 5. 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. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Megan Boston Wood is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Bank and various healthcare and communications firms. 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 approach.

Lauren Husney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with J.P. Morgan Securities LLC and 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, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Sean Lynch 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 JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023, following a one-year tenure at The Vanguard 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 brokerage, distribution, and investment management capabilities.

Elizabeth Leykam is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked within various JPMorgan entities since 2017, including J.P. Morgan Securities LLC 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

Erika Noble is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she was involved with Shisha Sisters LLC for three 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 applying an ESG eligibility framework in its recommendations.

Jonathan Colby is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2015, with a brief period of unemployment between 2023 and 2024. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Meade is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 65 credentials and 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and spent 14 years at Citigroup Global Markets prior to that. 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. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Matt Ellis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo and Truist Advisory Services. 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.

Christopher Mc Intosh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo and Bank of America/Merrill. He serves on the board and chairs the investment committee of the Locust Valley Cemetery Association, a nonprofit focused on long-term cemetery management. 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 in its recommendations.

Nicholas Margiotta is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Massachusetts Mutual Life Insurance Co, and Truvium Capital Partners. Outside of finance, he has experience associated with Bedford Golf And Tennis Club and Putnam County Golf Course. 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.

James Steck is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is involved in real estate as a landlord. 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.

Priti Patel is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with a prior tenure at JPMorgan Chase Bank, N.A. extending back to 1985. 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 integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Clayton Larsen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes seven years of service in the U.S. Navy and education at the United States Naval Academy. 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 recommendations.