Frederico Cilento is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in recommending investment strategies.

Sean Cowan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015, also working with JPMorgan Chase Bank since 2012. Outside of his advisory role, he coaches participants in Jiu Jitsu tournaments. 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 and investment management capabilities.

Nathan Kamprath is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Thrivent Financial and WaterStone Bank. Outside of his advisory work, he owns and manages Kamprath Coins, Gems, and Collectibles LLC, where he creates custom jewelry, buys and sells coins, and restores antiques. 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.

Caitlin Finley is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2002. Outside of finance, she is an owner and partner in SurfRidge Brewing Co, a craft brewery with locations in California and Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Ella Ohrvall is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, First Internet Bank, Heritage Environmental Services, and entrepreneurial experience with Pizzology Restaurant. 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 a non-discretionary approach. The firm integrates quantitative modeling, centralized due diligence, and an ESG eligibility framework in its investment process.

William Chader is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Yellowstone Club, Sankaty Head Golf Club, Home Ice North America, and Carpet Trends. 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, combining large institutional advisory operations with broker‑dealer and investment adviser registrations.

Brandon Phillip Cheeks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and T. Rowe Price. 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.

Ismael Morales is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Morales worked at Nike and Northwestern Mutual Investment Management, and he has held teaching positions at Texas A&M University and The University of Texas at Tyler. 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.

Georgeo Frazer II is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Advisors. Prior to his advisory roles, he was employed at Paycom Payroll LLC. 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 applies an ESG eligibility framework when recommending strategies.

Martin Mc Ginley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Summit Financial, Purshe Kaplan Sterling Investments, and Massachusetts Mutual Life Insurance Co. since 2014. 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.

Tracy Pulvers is a financial advisor at J.P. Morgan Securities with 59 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including RBC Capital Markets and City National Bank. Since 2021, she has been employed by both J.P. Morgan Securities and JPMorgan Bank, enabling her to offer certain banking products in addition to investment 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Paul Lorenzetti is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining J.P. Morgan in 2017. He is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of bank products and services alongside investment advice. J.P. Morgan Securities 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 operates with a non-discretionary approach, combining large institutional advisory capabilities with brokerage and investment management services.

Hallbrook Polite Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked with several firms including JPMorgan Chase Bank, Alight Solutions, and Thrivent Financial. Outside his advisory role, he is involved in diversity, equity, and inclusion training through an independent entity. J.P. Morgan Securities serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting, using a quantitative and centralized due diligence approach combined with an ESG eligibility framework.

Paul Schiller is a financial advisor with J.P. Morgan Securities in Temecula, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. 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.

John Strelka is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Merrill, and Bank of America. Outside of finance, he has been involved with businesses such as Emerald Lawn Care and JMK Landscapes Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, manager searches, and customized reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alex Fahy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles in various industries including technology and logistics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach.

Daniel Rambo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for ten years before joining J.P. Morgan Securities. 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 and investment management capabilities.

Daniel Klein is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BFC Planning, Fiscal Harmony LLC, Berthel, Fisher & Company Financial Services, and Stearns Lending LLC. Outside of finance, he was involved with PASS Fitness LLC for eight 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Ryan Falk is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at Stifel, Nicolaus & Company Inc. for seven years before joining J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities in 2020. He holds a Series 66 designation. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Qiling Ruley is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and eight years of industry experience. She has held roles at JPMorgan Chase Bank and JP Morgan Securities LLC since 2010. Outside of her advisory work, she is involved in managing residential rental properties and works as a home health care aide. 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 recommending investment strategies.