Michi Chin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, with prior roles at Citizens Securities and Citizens Bank. Outside of her advisory work, she is an owner and partner of Higharchi 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 non-discretionary advisory program.

Coleman Younger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and was previously with AllianceBernstein LP from 2015 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Yusuf Bhaimeah is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has a background spanning over two decades at JPMorgan Chase Bank, N.A. prior to joining his current firm. 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.

Robert Galian is a CFP® and ChFC® with 19 years of industry experience. He has been with J.P. Morgan Securities since 2016, currently serving in Oakdale, NY. Prior to his current role, he has also worked within J.P. Morgan Chase Bank, N.A. since 2018. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Diego Jimenez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with JPMorgan Chase Bank, NA since 2009 and with 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision authority.

Ryan Alge is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 credential and 13 years of industry experience. He has been associated with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of his advisory role, Alge is involved in property management through ownership and leasing operations at Arch City Properties, LLC and Arch City Properties Inc. 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 integrates ESG criteria when recommending investment strategies.

Matthew Turowetz is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation. He joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026 and has prior experience at WS Development, LEK Consulting LLC, Santander Bank, and Boston College. 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. Their Institutional Consulting Services program offers customized advice while clients retain final decision-making authority.

Jean Chong Chung is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the CFP® designation and Series 63 and 66 licenses. Prior to her current role, she was involved with 507 Marketing, LLC and is a general partner of Golden SpyRal, LLC, an online retailer selling various consumer products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Brandon Pearson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and various J.P. Morgan affiliates since 2012. 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 through a select group of Wealth Advisors.

Anis Jelassi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2010. 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 delivers its program on a non-discretionary basis and integrates institutional advisory operations with brokerage and investment management capabilities.

Brandon Garrett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMORGAN Securities LLC and JPMorgan Chase Bank N.A. 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 additional market-facing registrations and functions.

Harrison Evans is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Investment Services, Wells Fargo, and Merrill Lynch. 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.

Jose Garcia is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS, Wells Fargo, and BNY Mellon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers customized investment solutions through its Institutional Consulting Services program, applying an ESG eligibility framework and providing non-discretionary advice.

Paul Du Bord is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. His career includes roles at JPMORGAN Chase Bank, N.A., T3 Trading Group, LLC, and Robinhood Financial LLC. He holds Series 63 and Series 66 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Gardner is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials with six years of industry experience. He has worked at various J.P. Morgan entities since 2019 and was previously affiliated with the Debusk Enrichment Center for Academically Talented Scholars and Washington University in St. Louis. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a structured process that includes quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

John Pullen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2012. Outside of his advisory role, he manages a cattle ranch and operates the Clay Pullen Cattle and Honey Bee Company, where he raises beef cattle and manages honey bees. 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.

Michael Gabriyelyan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including ADP, Inc., Paycom, Symetra Life Insurance Company, and Amazon. Gabriyelyan is based in Everett, WA. 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 incorporates an ESG eligibility framework in its recommendations.

Sameer Aga is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 credentials. Outside of finance, he is involved in importing fruit beverages through his ownership of Global Pathway Inc. He also plans to operate a computer parts sales and repair business under Aga Technologies. J.P. Morgan Securities LLC provides institutional consulting services to 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.

Mark Luperini is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he spent time at PNC and Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s investment process integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering services on a non-discretionary basis with clients retaining final decision authority.

Cory Spalinger is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Baird Private Wealth Management and D.A. Davidson & Co. 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.