Brian Shriner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Kyle Hambright is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2019. Prior to joining J.P. Morgan, he had brief tenures at Target Corporation and Cara Connect. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and employs an ESG eligibility framework when recommending strategies.

Brian Stanley is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund 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 investment strategies.

Amit Biswas is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Stormont Financial Strategies, NYNYLIFE Securities LLC, and Cornerstone Planning Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicholas Elsmo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fisher Investments for eight years. Elsmo is employed by both J.P. Morgan Securities and JPMorgan Chase Bank, enabling him to offer a range of banking products alongside investment services. 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 manager due diligence and an ESG eligibility framework to support client decision-making.

William Shreero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Oppenheimer from 2005 to 2023 before joining J.P. Morgan Securities in 2023. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Stephanie Allen is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is an owner and partner in several real estate entities involving office and industrial properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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, delivering recommendations on a non-discretionary basis.

Jay Do is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 registrations and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Fidelity Investments and its affiliated entities from 2023 to 2025. Jay also has experience in the gig economy, having worked with companies including Instacart, Uber, DoorDash, and GrubHub in 2021. 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 manager due diligence and applies an ESG eligibility framework when recommending strategies.

Alexis Ishmael is a financial advisor at J.P. Morgan Securities with two years of industry experience. Alexis holds a Series 66 designation and has work history spanning J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Barnard College, and Netblaze. Outside of finance, Alexis is involved in commercial modeling and acting through Shirley Hamilton Talent and designs products for sale on Redbubble. 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 incorporating an ESG eligibility framework in its recommendations.

Alicia Novoa is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Goldman Sachs and Cambridge Associates. 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 a due diligence process and an ESG eligibility framework when recommending investment strategies.

Justin Pearson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he was associated with 97 Communications and the University of California, Santa Barbara, where he was also involved with the UCSB Baseball team. 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.

Yan Xiong is a financial advisor with J.P. Morgan Securities in Mountain View, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes roles at J.P. Morgan Chase Bank, Bank of America, and Merrill. He also was involved with HACC.AI System Solution LLC for one year. 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. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Michael Hill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley and J.P. Morgan Securities. Hill is based in New York, NY. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Morris is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Avondale Partners, LLC and Nashville Financial Services PLLC. Outside of his advisory role, he is an owner and partner of DevonLane Partners LLC, a real estate investment business. 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 when recommending eligible strategies.

Elizabeth Mariconda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at various J.P. Morgan entities since 2008, including J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Sean Tonni is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and JPMorgan Chase Bank, N.A. He also has experience running Tonni LLC. 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 to deliver customized investment advice.

Emily Story is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Investment Management, D.A. Davidson & Co., and Stifel. Prior to her financial career, she was employed by Nike Inc. and worked at Rex Putnam High School. 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 operates as both a broker-dealer and investment adviser, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Jorge Valencia 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 Chase Bank, N.A. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Eliot Meshulam is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Peter Vitali is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work includes positions at HD Vest Investment Services and Morgan Stanley Private 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 applying an ESG eligibility framework in its recommendations.