Andrew Bresnahan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Daniel Sheets is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2017, with prior experience at Morgan Stanley and its services group. 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. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Rocky Yip is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2017, with prior experience at Wells Fargo Bank and Cinemark Theaters. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Elijah Collier is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. He has worked at J.P. Morgan Securities since 2022 and has prior experience at JPMorgan Chase Bank, N.A. and Kroger. 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.

Bryan Hall is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tog Capital Management, Finny Ai, 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 its recommendations.

Bronwyn Bailey is a financial advisor at J.P. Morgan Securities in San Francisco, holding a Series 66 designation. She has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, First Republic Bank, BB Advisors, and the American Investment Council. 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 brokerage, distribution, and investment management capabilities.

Ernesto Arguello is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017 and previously worked at PwC from 2015 to 2017. J.P. Morgan Securities LLC 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.

Domenica Richards is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Morgan Stanley, Merrill, and Bank of America. Outside of her advisory work, she is involved in travel-related ventures, including owning a travel blog and a travel photography business, and serves on the Finance Committee of the Girl Scouts of Southern Nevada. 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 customized investment recommendations.

Jacob Webb is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Webb is based in Palm Beach Gardens, FL, and is employed concurrently by JPMorgan Securities and JPMorgan Bank, enabling him to offer both investment advisory services and certain banking products. 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 capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Isabel Sypolt is a financial advisor with J.P. Morgan Securities in New York, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Her prior roles include positions at KeyBanc Capital Markets and Bank of America. 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.

Frank Huang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets, Merrill, and Bank of America. Huang is based in Irvine, CA. 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 recommendations.

Mario Beltran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with JPMorgan Chase Bank NA since 2007 and JPMorgan Securities LLC since 2010. Beltran holds Series 65 and Series 63 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Robert Mosesian Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Alessandro Colitto is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch, Bank of America, and SP Finance, LLC. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Destry West is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and PNC. Outside of finance, he is the owner and lead singer of a band called Pedestryans Official LLC, performing music and touring. 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.

Joseph Grant is a financial advisor with J.P. Morgan Securities in Mobile, Alabama. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo Bank and Regions Bank, among other firms. 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.

Adnan Raza Chowdhury is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes positions at Wells Fargo, Amazon, and Pier Sixty LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Fabio Nisco is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. 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.

Gianni Petrillo is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held various short-term roles outside the financial sector, including positions with the Office of Campus Ministry and Kane County Cougars. 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.

Ryan Pearman is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2019. Prior to his current roles, he was involved with Shawnee Baptist Church and Premier Graphics of Louisville. 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering a wide range of asset-based fee investment strategies.