Marcelo Quadros is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at Banco Santander International, Banco Santander, and Correct Craft Holding Co LLC prior to joining J.P. Morgan Securities. 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.

Joey Grover is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2017 and previously spent eight years at Morgan Stanley Smith Barney and ten years at Morgan Stanley & Co., Incorporated. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Aldo Perez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Texas Financial Advisors and several entrepreneurial ventures. Perez is also involved in fixed insurance sales through Florida Financial Insurance. 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 client decision-making.

John Gallagher is a financial advisor at J.P. Morgan Securities with 41 years of industry experience. He has worked at J.P. Morgan Securities since 2009 and previously held a role at Citigroup Global Markets from 1997 to 2009. He holds Series 63 and Series 65 licenses. Gallagher is also an employee of JPMorgan Bank, enabling him to offer a range of bank products and services alongside his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Andrew Busche is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Private Bank and Bridgetown Wealth Management. He attended the University of Oregon from 2021 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Allison Rawlings is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Tuesday Morning, and FedEx prior to joining J.P. Morgan Securities. 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.

Chad Salvador is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with JPMorgan Securities LLC since 2016. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Ryan Istre is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at Merrill and UBS Financial Services. He is currently based in Baton Rouge, LA. 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.

Jamila Hassan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a brief tenure at Galinsom LLC from 2021 to 2022. 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 its program on a non-discretionary basis.

Kyle Von Der Linde is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at John Hancock Investment Management, Envestnet Financial Technologies, and State Street Global Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Philip Starewich is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers various bank products and services including deposit and credit products. 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. The firm operates as both a broker-dealer and registered investment adviser, combining large institutional advisory operations with additional market-facing functions.

Thomas Wade is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, PNC Wealth Management, and Banyan Partners. Wade is based in Atlanta, GA. 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 investment recommendations.

Matthew Gaeta is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rockdale Financial Services, Cetera Advisors, and Wells Fargo Clearing. 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.

Richard Lazaro is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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, distribution, and investment management capabilities.

Kristin Stuckey is a financial advisor with J.P. Morgan Securities in Everett, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Bank and D A Davidson. Outside of finance, she owns and operates a photography business focused on events and portraits. 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, distribution, and investment management capabilities.

Shawn O'Neill is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2012. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Helen Simpson Harid is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan entities since 2017, including roles in Luxembourg and New York, as well as prior experience at Citibank. 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 recommendations.

Brian D'ziurman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christian Roberts is a financial advisor with J.P. Morgan Securities LLC in Houston, TX, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, he serves as treasurer and board member for the Talavera HOA, a nonprofit managing a community of 1,000 homes, where he oversees financial management and compliance. 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 when recommending investment strategies.

Bernardo Waincier is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, with prior roles at Raymond James & Associates and other positions. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes applying an ESG eligibility framework and offering non-discretionary advice through a select group of Wealth Advisors.