Kyle Metzger is a financial advisor with J.P. Morgan Securities in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Travis Mc Farland is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials. He has been with J.P. Morgan Securities since 2026 and has additional experience at firms including Allied Wealth and Pattern Financial Group. Outside of advisory roles, he has involvement in other business activities such as Novus INS Group LLC and Golden Bear Lawns. 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.

Selena Williams is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at J.P. Morgan Securities since 2017, with prior positions at Oklahoma State Bank and Wells Fargo Private Bank. 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, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Blake Lenk is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Merrill Lynch, and CliftonLarsonAllen Wealth Advisors. J.P. Morgan Securities 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 when recommending investment strategies.

Timothy Street is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at JP Morgan Securities, LLC, JP Morgan Chase Bank, and Tandem Wealth Advisors. 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 to its recommendations.

Carlos Kilpatrick is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support customized investment recommendations.

Candice Travis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Santander Bank and Citizens Bank prior to joining J.P. Morgan 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 within a framework that combines institutional advisory operations with brokerage and investment management capabilities.

Felix Bikai is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley. His career also includes roles at Uber, Lyft, and Keller Williams. 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 applying an ESG eligibility framework in its investment recommendations.

Esteban Sarmiento is a financial advisor with J.P. Morgan Securities LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he works as a contractor helping set up events such as birthday parties, weddings, and fundraisers, often supporting causes like servicemen and pet adoption centers. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence.

Geoffrey Strohn is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including roles at JP Morgan Chase Bank and Chase Investment Services Corp. 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 combines institutional advisory with brokerage and investment management capabilities.

Jared Moser is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at J.P. Morgan Securities, J.P. Morgan Bank, and Key Investment Services since 2014. 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.

Chad Strong is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

William Whitworth II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and over 14 years of industry experience. He has worked at various J.P. Morgan entities since 2012. Outside of finance, he is the owner and manager of a previously active food service business, Willie's Wienies Catering LLC, which is currently dormant. 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 an ESG eligibility framework.

Jacob Hamlin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at Goldman Sachs & Co., Bank of America, Merrill, and Chicago Capital LLC. Outside of his advisory role, he is an owner and partner in private holding companies linked to North Park Group, a Chicago-based private equity firm focusing on industrial sector investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision authority.

Cesar Delgado Hinojos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Capstone Capital, and U.S. Bancorp Investments. 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 affiliated brokerage, distribution, and investment management capabilities.

Jason Fare is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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.

Joseph Kieffer is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in managing Patty's Dance Center, LLC, a dance instruction business for children. Additionally, he owns FLEX AA, LTD., a retail business offering dancewear and dance shoes. 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.

Paul Gesiriech is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Julie Rush is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2019. Prior to her current roles, she spent nine years at Nordstrom. 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 part of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.

Arthur Andrews is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities in 2023, he worked at Bank of America and Merrill for 12 years. Outside of finance, he has held roles in the hospitality industry, including positions at several restaurants between 2019 and 2025. 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 to inform its recommendations.