Nicolas Garza Elorduy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at StepStone Group, Taylormade Golf, and Vuori Inc., as well as academic positions at the University of San Diego and California Polytechnic State University, San Luis Obispo. 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 delivers its advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program where clients retain final decision-making authority.

Christopher Schelble is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. 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 combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Mikolich is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at PNC Investments and PNC Bank, along with work at The Ohio State University and Avon Lake Public Works. 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 combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Linda Takach is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. She holds Series 63 and Series 65 licenses. 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.

Patrick Hollinger is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of experience working with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016 in Austin, TX. 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 quantitative asset-allocation modeling and a centralized due diligence process that includes an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a wide range of investment products, including security-based swaps and futures.

Marshall Wilt is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at various firms including Accenture LLP and Insight Sourcing Group LLC, and was involved with Christie Cookie Company for four years. 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.

Brody Hardacre is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Polaris Industries Inc., LUNR Capital Inc., and the University of Minnesota. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Anabella Camacaro Gomez is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in Miami, FL. Her prior experience includes roles at J.P. Morgan Chase Bank and the Saade Law Firm. 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 to support customized investment solutions.

Chester Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Yelena Alhadeff is a financial advisor with J.P. Morgan Securities in Mercer Island, WA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

John Horton is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. 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.

Julia Schell is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Goldman Sachs and Deloitte. 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 when recommending strategies.

Priscilla Woo is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at 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 an ESG eligibility framework to recommend strategies.

Elmer Garcia II is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked within the J.P. Morgan organization since 2016, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily 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 assembling investable universes and recommending strategies.

Nathan Owens is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, he held brief roles at Britt Smith and The Woodlands Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Valene Samuels is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 credential and has previously worked at Citigroup Global Markets, Citigroup, Bank of America, and Merrill. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering non-discretionary investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dallas Polk is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Kevin Donnelly is a CFP®-designated financial advisor with J.P. Morgan Securities, based in San Diego, CA. He has 18 years of industry experience, including 14 years at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Kerry Mcnichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Based in Denver, CO, Mcnichols holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. 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 when recommending strategies.

Amir Saffari is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously worked at CitiGroup. Outside of his advisory role, he coaches Padel Tennis and Pickleball in the St. Louis area. 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.