Teresa Martinez Laredo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in various roles at JPMorgan Chase Bank and other organizations, including involvement with the Rocio Prieto Flamenco Studio. 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.

Michael Marasco is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various roles since 2019. His background also includes experience at Dillard's, General Atomics, Hickories Smokehouse, Cannon Constructors, and the Poway Unified School District. J.P. Morgan Securities 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 through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Andrew Mitchell is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Mark Adams is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and jp morgan chase bank, N.a. Adams serves on the boards of the Georgia State University Foundation and the Fox Theatre, including finance and investment committees, and chairs the advisory board for Georgia State University's J. Mack Robinson College of 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Anna Rapp is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017. Prior to her current roles, she was involved with The Chef's Table and the University of Missouri. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Francisco Grether is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2026 and has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Prior to his current role, he attended Villanova University and worked briefly at the Millbrook Club. 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.

Fatir Muhammad is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His background includes roles at The Black Star Project and JPMorgan Chase Bank, N.A., as well as time spent at Georgetown University. 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.

Brad Lovingood is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2023, he worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, N.A. for over eight years. 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.

Kirk Crawford is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2009. 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Claudio Robertson is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 66, Series 65, and Series 63 licenses and bringing 15 years of industry experience. His prior roles include positions at Upriver Capital Management, Private Investment Bank, PIBL Holdings, and Ipg Investment Advisors, 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 an ESG eligibility framework in its investment approach.

David Sippel is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2009 and JPMorgan Chase Bank, N.A. since 2010. Outside of his financial advisory role, he is a self-employed musician who writes, records, and performs music both independently and with the band Van Go. 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 affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jorge Egal is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations. In addition to his advisory role, he owns and operates Jorge Egal Design INC, a jewelry design business. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a select group of Wealth Advisors.

Ryan Brendel is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. Prior to this, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities LLC 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. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Walter Hammert is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley and JPMorgan Chase, as well as employment at the University of Scranton. 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. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Amaya Ghoshal is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Goldman Sachs, Concordia Capital LLC, and First Republic Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice and manager selection through a process that combines quantitative modeling and centralized due diligence.

Kimberly Ambrogio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. Her career includes multiple roles at J.P. Morgan entities since 2012, as well as prior experience at Merrill. She serves as a Midwest Ambassador for SAK Saum, a nonprofit organization supporting survivors of human trafficking through artisan product sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and uses an ESG eligibility framework when recommending strategies.

Christopher Rouzaud is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2018, following six years at J.P. Morgan Chase Bank NA. 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 services alongside affiliated brokerage, distribution, and investment management capabilities.

Christopher Pegg is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Private Wealth Advisors in La Jolla, CA. His prior experience includes roles at First Republic Investment Management, Brown Wealth Management, and Wells Fargo Private Bank. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Zachary Eugene is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Zachary attended Marquette University from 2020 to 2024. 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 in its recommendations.

Alexia Young is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked within JPMorgan Chase Bank, N.A. since 2015, including roles at PNC Wealth Management and Wells Fargo Clearing earlier in her career. 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 offers advice on asset allocation, manager searches, and customized reporting, applying an ESG framework in its investment recommendations.