Claudia Mullin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2009. Since 2021, she has been with J.P. Morgan Securities in Coral Springs, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm offers customized performance reporting and manager searches through its Institutional Consulting Services program on a non-discretionary basis.

Elizabeth Yoss is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2020. Prior to that, she was with Wells Fargo Advisors Financial Network and also worked at Zoom Indoor Cycling. 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.

Juan Lopez is a Series 66-licensed advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank and has prior experience at Bank of America, Merrill, and served one year in the United States Navy. 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 manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Saida Volpe is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has held roles at JPMorgan Chase Bank NA and Morgan Stanley, including positions at Morgan Stanley Private Bank. 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 with a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Shuk Ming Leung is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His work history includes roles at HSBC Securities, Morgan Stanley, Citigroup, and Bank of America. He holds Series 63 and Series 65 licenses. 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.

Richard Vesnic is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 incorporates an ESG eligibility framework in its recommendations.

Arnold Cassuto is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously been involved in an e-commerce business, AAC Solutions, LLC, which operates a family-owned Walmart online store. Cassuto has worked within various branches of JPMorgan since 2013. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative modeling and centralized due diligence in its advisory process and incorporates an ESG eligibility framework when recommending strategies.

Giovanni Beneduci is a CFP® professional with three years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He previously worked at Equitable Advisors, LLC and Equitable Financial Life Insurance. Outside of finance, he has been involved with FoodStruck and Takumen LLC. 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 guide investment recommendations.

Craig Weinstein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. In addition to his advisory duties, he offers banking products and services through JPMorgan Bank. 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 their recommendations.

Elena Martinez is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of her advisory role, she is involved in private business as an owner of South Taft Ct, LLC. 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.

Aidan Healy 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 various divisions within J.P. Morgan since 2022. 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Deneau is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank and Wells Fargo in prior roles. 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.

Arthur Atkins is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes prior roles at LPL Financial, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he serves as a worship musician at Fishers of Men Lutheran Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and serves clients on a non-discretionary basis.

Mai Nguyen is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Mai worked at Fidelity Investments and Amerisave Mortgage Corporation. Mai has also been involved in entrepreneurial ventures, including roles at Crazee Crab and Weheartcbd. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Deryl Reynolds 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 UBS Financial Services and Northwestern Mutual. Reynolds is also employed by JPMorgan Chase Bank, where he offers certain deposit and credit products. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Ian Hair is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Silver Tree Wealth Partners and Raymond James, along with experience at JPMorgan Chase Bank and Samford University. He has also worked in client service and administrative support capacities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Deevana Palazzolo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and with 23 years of industry experience. She has been associated with JPMorgan Securities LLC since 2002 and JPMorgan Chase Bank NA since 2007. Outside of her advisory role, she owns Simply Soleil LLC, a small textile business specializing in handmade cosmetic and hot water bottle bags sourced from India. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Matthew Palmer is a Series 66 licensed financial advisor with J.P. Morgan Securities in Frisco, TX, where he has worked since 2013. He has 15 years of industry experience and is also affiliated with Jpmorgan Chase Bank (TX). 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Daniel Anderson is a financial advisor with J.P. Morgan Securities in Nashville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at NorthMarq Capital and has experience in leadership roles at Oklahoma Student Leadership. 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.

Cyler Clifton is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Lion Street Advisors, Heaton Bennett Insurance, and MML Investors Services among others. 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.