Adriana Mena is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to her current role, she operated Amaja Luxury Design LLC, doing business as Debbies Drapery Design Studio, for two 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Ly Nguyen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Nguyen worked at Bank of America and Merrill from 2017 to 2023. 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 incorporating an ESG eligibility framework in its recommendations.

Jason Hughes is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has a background that includes over a decade of involvement with El Camino Baptist Church. 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.

David Deng is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 17 years of industry experience. His career includes prior roles at U.S. Bancorp Investments and U.S. Bank before joining J.P. Morgan Securities in 2020. J.P. Morgan Securities 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 asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Ryan Parry is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at UBS, Symmetry Financial Group, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Monterey Peninsula Country Club and Tehema Country Club for several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Attila Balla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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, distribution, and investment management capabilities.

Sarah Jun is a financial advisor with J.P. Morgan Securities in Duluth, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities 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’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Scott Holzer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. 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.

Shan Lin is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Gate Gourmet Inc. He has also been involved with Sapphire Trip Inc. from 2019 to 2023. 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 when recommending investment strategies.

Garyfalia Kastanis is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. She has 24 years of industry experience, including multiple tenures at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, as well as roles at Santander Bank and Santander Securities. Outside of her financial career, she was involved with the Pan Megarian Society "Byzas" from 2013 to 2017. 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.

Zachary Chafitz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 credentials. In addition to his advisory role, he is a partial owner of MTAZ Investments LLC, which funds other investment entities, and has a non-investment ownership interest in a car wash 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.

Shelley Cairns is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. She is also employed by JPMorgan Bank, where she offers deposit and credit products in addition to advisory services. 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 when recommending strategies.

Stephanie Dagher is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Northwestern Mutual in various roles from 2016 to 2022 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. 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 incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with an emphasis on asset-based fees and internally approved investment strategies.

Maureen Kerr is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Goldman Sachs, Morgan Stanley Smith Barney, United Capital Financial Advisors, Mercer Allied Company, and FocusPoint Private Capital Group. Kerr serves on the board of East Side House Settlement, a nonprofit organization focused on community services related to education and career support. 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.

Isabella Cascavita is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. 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 operations with brokerage and investment management capabilities.

Claudio Goncalves is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for eighteen 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Madelen Betbadal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 1996 and has been with J.P. Morgan Securities since 2012. 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 these services alongside affiliated brokerage and investment management capabilities.

David Toapanta is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at several firms including Prudential Insurance Company of America and Northwestern Mutual. 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.

Amy Welzer is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. She previously worked at Citigroup Global Markets Inc for nine years before joining JPMorgan in 2022. Outside of her advisory role, she manages a personal LLC established to hold horses for estate protection purposes. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services, offering non-discretionary advisory programs supported by centralized due diligence and ESG eligibility processes.

Elizabeth White is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.