Jason Lee is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012, totaling 19 years in the industry. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he spent a year at Rover.com. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Matthew White is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan in various capacities since 2009. Outside of finance, he owns and operates The Coop and Scoop, LLC, a mobile coffee and ice cream food trailer. 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.

Jeanann Lella is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following five years at JPMorgan Chase 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 through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Phyllis Tabachnick is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including the Jewish Community Center Association and the Jewish Federation of Metropolitan Chicago. 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.

Kimberlee Chiccarine is a financial advisor at J.P. Morgan Securities with three years at the firm and a total of 12 years of industry experience. She previously worked at First Republic Bank and 451 Research. Kimberlee holds a Series 66 designation. 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, distribution, and investment management capabilities.

Robert Vastine is a financial advisor with J.P. Morgan Securities LLC in Houston, TX, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2013. 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 employs a quantitative asset-allocation approach combined with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Britney Turk is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. 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 strategies.

Meredith Doty is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2019. Prior to that, she was employed at Prudential Advisors and Loyola University Maryland. 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.

Nasser Abdulkariem is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America, among other firms. He is based in San Francisco, 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Casey Dow is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, Del Monte Foods Inc., and Ernst & Young. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jose Rivas Espinoza is a financial advisor with J.P. Morgan Securities, holding the Series 63 and Series 66 designations and has seven years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, Bank of America, and Charles Schwab. J.P. Morgan Securities 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.

Roger Wei is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Royal Bank of Canada, among other roles. 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 recommendations.

Paul Inzerillo is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. He is currently based in Staten Island, NY. 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 brokerage and investment management capabilities.

Matthew Hewitt is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Fund Distributors and JPMorgan Chase Bank, N.A. prior to his current roles. Based in Columbus, OH, he has been with J.P. Morgan Securities since 2024. 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 in its recommendations.

Joshua Allen 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 worked at JPMorgan Chase Bank, N.A. since 2015 and J.P. Morgan Securities since 2012. 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.

Robert Lovitt is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He previously spent 25 years at UBS Financial Services before joining J.P. Morgan in 2024. Lovitt holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Shawn Zimmermann is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, NYU Langone Health, and Johnstone Supply. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kelly Brait is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with J.P. Morgan Securities in Chicago, IL. Prior to joining J.P. Morgan in 2018, Brait worked at Merrill and Bank of America. Outside of advisory work, Brait was involved with All Grass Farms LLC from 2020 to 2025. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Yolanda Fabre Shiloh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including a prior role at J.P. Morgan Chase 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 through a select group of Wealth Advisors.

Dylan Barnes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.