Turbold Zul is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2020. Prior to that, he held roles at JPMorgan Chase Bank, Northeastern Illinois University, Kind Care Services Inc, Banana Republic, and operated his own business. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Benjamin Goldhammer is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Sacramento, CA. He has 23 years of industry experience and has worked with J.P. Morgan Securities since 2012, including roles at JPMorgan Chase Bank, NA. From 2018 to 2022, he was co-owner of Auhammer, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting alongside affiliated brokerage and investment management capabilities.

Jason Douglass is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2003. 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 services with affiliated brokerage, distribution, and investment management capabilities.

Gloria Chang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple affiliated entities within the JPMorgan Chase organization since 2014. Outside of her advisory role, she serves as a board member of Asian Americans Advancing Justice SoCal and provides advisory services to beauty industry founders through BrainTrust Founders Studio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Rodovane Ragui is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm delivers these services alongside brokerage, distribution, and investment management capabilities.

Karol Szuster is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at Edward Jones from 2019 to 2022. Outside of his advisory role, he is an owner and partner of GeoOptics, a technology company that collects weather pattern data, though he holds no active role in the business. 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 maintain final decision-making authority.

Andrew Stretch is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Integrity Capital LLC, and Solera/Claims Service Group. 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 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.

Meghan Gallagher is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America for eight years. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Alison Young is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, and previously at AllianceBernstein L.P. and Sanford C. Bernstein & Co., LLC from 2015 to 2020. Young serves as a board member and finance committee member for Planned Parenthood Gulf Coast. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering access to a wide range of product types and a focus on approved funds and strategies.

Vincent Volpe is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Joseph Stone Capital. 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 and an ESG eligibility framework to support its recommendations.

Gabriela Garza is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked within various roles at JPMorgan Chase Bank since 2016. 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 approach.

Mc Kenzie Mills is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Mills worked at Capital Advisors Group, Cavanal Services, and Northwestern Mutual. 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 an ESG eligibility framework to support its recommendations.

Benito Moneta is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Citigroup/Citibank, and involvement with several private companies across different sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Cami Schumacher is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. She has been affiliated with JPMorgan Chase Bank and J.P. Morgan Securities since 2020, and previously worked at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary advisory model that combines quantitative asset-allocation and centralized due diligence, incorporating an ESG eligibility framework in its investment process.

Justin Perry is a financial advisor with J.P. Morgan Securities in West Linn, Oregon. He holds a Series 66 designation and has four years of industry experience. Perry has worked at J.P. Morgan Securities since 2022 and has been with JPMorgan Chase Bank, N.A. since 2004. 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.

Luis Bermudez Rosas is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2017 and previously at Banesco USA from 2015 to 2017. He serves as a board member of Bero Investment Group Inc., a family-owned real estate company. 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 investment recommendations.

Carlos Garza 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 been with J.P. Morgan Securities since 2012, also working 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, 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.

Tal Feldman is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Feldman is based in Los Angeles, CA. 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, delivering recommendations on a non-discretionary basis.

Gent Varfi is an advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at JPMorgan Chase Bank, the University of Tampa, and Crypso. He has also worked in various other sectors including law and hospitality. J.P. Morgan Securities LLC 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 non-discretionary services through a select group of Wealth Advisors and applies an ESG eligibility framework when recommending investment strategies.

Lindsay Owens is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has been with J.P. Morgan Chase Bank NA and JPMorgan Securities LLC for 15 years. Owens holds Series 63 and Series 65 credentials and is based in Washington, DC. 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.