Adam Tekel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Bank of America, Merrill, RBC Capital Markets, City National Bank, and JPMorgan Chase Bank. 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.

Christine Moise is a financial advisor with J.P. Morgan Securities, holding a Series 63 license and bringing 33 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent nine years at Morgan Stanley Smith Barney. 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 broker-dealer, investment adviser, and commodity-related registrations.

Maryuri Ramirez Murillo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. for two years. Prior to her financial services career, she spent four years in undergraduate admissions at UCLA. 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.

Jonathan Kokinchak is a Series 66 licensed advisor at J.P. Morgan Securities with five years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bluestone Wealth Partners, and held positions at The Ohio State University and Nike Inc. prior to his current role. 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.

Dominick Curra is a financial advisor at J.P. Morgan Securities with Series 66 registration and approximately one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and various non-financial jobs, including work at Western Connecticut State University and Gymnastic Spectrum. Effective June 2025, he will be employed by both JPMorgan Securities and JPMorgan Bank, enabling him 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Standaert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 10 years of experience at JPMorgan Chase Bank NA and JPMorgan Securities LLC. He is based in Chicago, IL. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering 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 strategies.

Thomas Flynn is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. His prior work experience includes a brief period at Mens Wearhouse in 2018. 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 searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Jeimy Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amazon.com, and Banco Davivienda. 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 its Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Khanh Nguyen is a financial advisor with J.P. Morgan Securities in Westminster, CA. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining J.P. Morgan in 2024, he worked at Bank of America from 2020 to 2024 and has experience in the food service industry. 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 selection, and customized performance reporting. The firm integrates quantitative modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Siya Chelapurath is a financial advisor at J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation. Siya has one year of industry experience, with prior roles at JPMorgan Chase Bank and experience working at Tulane University and Inscopix Inc. 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’s services are delivered on a non-discretionary basis with a focus on approved funds and strategies.

Brooklyn Taylor is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and eight years of industry experience. Taylor’s background includes roles at JPMorgan Chase Bank, N.A. and JP Morgan Private Bank. Outside of finance, Taylor is a partner in a bakery franchise with two locations in Arizona and manages a residential rental property through a revocable trust. 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 guide investment recommendations.

Luke Quanbeck is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of industry experience. His prior roles include positions at LPL Financial LLC and Pettinelli Financial Partners. Outside of finance, he has been involved with the Associated Students of Madison Food Recovery Network. 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.

Samantha Mascia 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 worked at firms including Bank of America, Merrill, and Wells Fargo prior to joining J.P. Morgan. 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.

Quinn Dolan is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Outside of his advisory role, Dolan is a one-third owner of a private investment company, Tridole, LLC. 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 applying an ESG eligibility framework in its recommendations.

Bruno Mendes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley, Mendes Wealth Management, LLC, and operated his own consulting 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 delivers services on a non-discretionary basis, focusing on funds and strategies approved through internal review processes.

Sophia Linn is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, she worked briefly at RBC Wealth Management and other firms. Outside of her advisory role, she was involved with Mickey the Cat, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dennis Castillo 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 at J.P. Morgan Securities since 2018. Outside of his advisory role, he is the owner of Castillo Real Estate LLC, which manages a residential rental property. 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.

Trevor Orr is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Wagner 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, also maintaining a role at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dora Valles 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 firms including Charles Schwab and TD Ameritrade. Outside of her advisory roles, she operated 5 Stars Delivery Service for ten years. 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.