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Robert S

Series 63, Series 66

Denver, CO

J.P. Morgan Securities

Robert Statton 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 JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022. Prior to that, he was with Sanford C. Bernstein & Co. LLC from 2018 to 2022 and worked at Britestreet Energy from 2017 to 2018. 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 incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of products through its affiliations and regulatory registrations.

Wealth management Executive Founder/Business Owner
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Zachary K

Series 66

Columbus, OH

J.P. Morgan Securities

Zachary Konvolinka is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He previously worked at several firms, including Valeo Financial Advisors and Benefit Solutions Financial Advisors, and has experience working in non-financial roles such as at The Ohio State University and in hospitality. 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.

Wealth management Executive Founder/Business Owner
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Giorgio A

Series 66

Wilmington, DE

J.P. Morgan Securities

Giorgio Athans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021. Prior to that, he was employed by AIG Retirement Services and Valic Financial Advisors from 2014 to 2021. 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 its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Collin B

Series 66

New York, NY

J.P. Morgan Securities

Collin Brunnock is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Beacon Trust Company and Crimson Capital LLC. Outside of his advisory role, he plays guitar in a cover band called The Rezonators. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Jennifer D

Series 66

Indianapolis, IN

J.P. Morgan Securities

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at Macy’s and held various roles including positions at Indiana University and Nutek Aerospace Corp. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Gary L

Series 63, Series 66

Hartland, MI

J.P. Morgan Securities

Gary London is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Fidelity Investments and Securian Financial. London is also an officer at London Financial, LLC, a financial services firm. 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.

Wealth management Executive Founder/Business Owner
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Aspasia I

Series 66

San Francisco, CA

J.P. Morgan Securities

Aspasia Iosifellis is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing one year of industry experience. She has previously worked at First Republic Bank and Silicon Valley Bank. Outside of her advisory role, she serves as Treasurer and Board of Directors member for the Greek American Professional Women Society, a nonprofit organization focused on promoting Greek culture and providing scholarships. J.P. Morgan Securities LLC offers institutional consulting services to clients such as corporations and foundations, providing asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Jacqueline I

Series 63, Series 66

Joliet, IL

J.P. Morgan Securities

Jacqueline Ibarra is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 investment recommendations.

Wealth management Executive Founder/Business Owner
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John D

Series 63, Series 66

Columbus, OH

J.P. Morgan Securities

John Darrah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes roles at Uber and Ridgewood Plans, LLC, alongside his long tenure at P. Morgan Chase Bank and J.P. Morgan Securities since 2013. 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 investment recommendations.

Wealth management Executive Founder/Business Owner
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Marguerite O

Series 63, Series 65

Chicago, IL

J.P. Morgan Securities

Marguerite O'Brien is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BMO Financial Group for sixteen years. O'Brien is based in Chicago, IL. 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’s approach includes an ESG eligibility framework and delivers services on a non-discretionary basis through a select group of wealth advisors.

Wealth management Executive Founder/Business Owner
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Kathryn H

Series 63, Series 66

Ponte Vedra Beach, FL

J.P. Morgan Securities

Kathryn Hall is a financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include 13 years at Seaside Bank and six years with Beaches Habitat for Humanity, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. 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.

Wealth management Executive Founder/Business Owner
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Dinorah S

Series 66

Indio, CA

J.P. Morgan Securities

Dinorah Sanchez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She previously worked for Wells Fargo Bank NA and Wells Fargo Clearing from 2014 to 2024 before joining J.P. Morgan in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Christopher S

Series 66

Telluride, CO

J.P. Morgan Securities

Christopher Sabella is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he worked at Sagome LLC from 2016 to 2018. 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 guide its recommendations.

Wealth management Executive Founder/Business Owner
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Mark P

Series 66

Lexington, KY

J.P. Morgan Securities

Mark Parrott is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding a Series 66 credential and six years of industry experience. He has been with J.P. Morgan entities since 2014 and is also involved in managing residential real estate through his ownership in two property management companies. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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Kenzi T

Series 66

Lima, OH

J.P. Morgan Securities

Kenzi Thomas is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Fifth Third Bank, Nickel Steel Federal Credit Union, Huntington National Bank, Tom Ahl, and Alfred Nickels Baker. 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 and offers non-discretionary advice through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Peyton P

Series 66

Lafayette, LA

J.P. Morgan Securities

Peyton Pourciau is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Transamerica. 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 recommendations.

Wealth management Executive Founder/Business Owner
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Justin P

Series 66

Buda, TX

J.P. Morgan Securities

Justin Pounds is a financial advisor with J.P. Morgan Securities in Buda, Texas, holding a Series 66 designation and 11 years of industry experience. Before joining J.P. Morgan in 2026, he worked at Merrill for 11 years and Bank of America for 19 years. Outside of his advisory role, he and his wife own and manage rental properties in Texas. J.P. Morgan Securities 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.

Wealth management Executive Founder/Business Owner
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Danielle P

Series 63, Series 66

Lake in the Hills, IL

J.P. Morgan Securities

Danielle Prigge is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Lisa M

Series 63, Series 65

Redondo Beach, CA

J.P. Morgan Securities

Lisa Masters is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. In addition to her advisory role, she is also employed by JPMorgan Bank, which allows her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Timothy F

Series 63, Series 65

Seattle, WA

J.P. Morgan Securities

Timothy French is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at JPMorgan Chase Bank, N.A. and key Investment Services, LLC. He is based in Seattle, WA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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