Caroline Horan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Charles Schwab & Co, and Tarrant Management, LLC. Outside of finance, she has experience working in the restaurant industry and small business operations. 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 inform its recommendations.

Daniel Ferreira Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Santander Securities, Eagle Strategies (NY Life), and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Jackline Rollins is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Outside of her advisory role, she is engaged in a crafting business that involves customizing and selling items such as baby blankets, shirts, and holiday decorations. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services including asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

George Palacios Jr. is a financial advisor at J.P. Morgan Securities in Chicago, IL, with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, alongside roles at UBER and On Q Protection and Investigation Services LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Jolliffe is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. Based in Columbus, OH, he currently serves institutional clients through J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Maria Leon Valero is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021, following three years at Banesco USA. 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 inform its recommendations.

Kyle Dowman is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has held positions at JPMorgan Securities LLC and JPMorgan Chase Bank since 2019, and previously worked at First Republic Bank and US Bancorp. Dowman serves as a board member and finance committee member for St. James Preschool, a nonprofit organization in San Francisco. 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.

Haya Deis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, and previously at Fifth Third Securities from 2015 to 2018. 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.

Shane Fargo is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he provides one-on-one financial guidance to help clients define their goals and develop portfolio strategies aimed at achieving those objectives. He offers ongoing advice and adjusts clients' portfolios as their situations evolve. Shane holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Vermont.

James Smith is a financial advisor with J.P. Morgan Securities in San Ramon, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated 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, 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.

Elliot Broadfoot is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Securities, LLC for 18 years and HSBC Securities (USA) Inc. for three years prior to joining J.P. Morgan. He is based in Charlotte, NC. 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 support non-discretionary investment decisions.

Claire Lea Howarth is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2004. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 and investment management capabilities, offering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Shawn Roberts is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Truist Advisory Services, BB&T Investments, and their affiliated entities. 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 non-discretionary advisory program supported by an in-house manager solutions team and a centralized due-diligence framework.

David Holland is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Charles Schwab, USAA Investment Services, and Edward Jones. Outside of his advisory work, he has worked as a courier for Uber. 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 its recommendations.

Uche Ebereonwu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and First Bank of Nigeria Limited. 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 capabilities with brokerage, distribution, and investment management services.

Vincent Villodas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Sherod Hanson is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also serves as an employee of JPMorgan Chase Bank, offering bank products and services alongside advisory work. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harpreet Dehar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience spanning several roles at major financial institutions since 2014, including Wells Fargo Bank, First Republic Bank, and JPMorgan Chase Bank. Based in Palo Alto, CA, Dehar began with J.P. Morgan Securities in 2025. He is also employed by JPMorgan Bank, where he can offer bank products such as deposit and credit services. 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. The firm focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

James Padula is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2013 and at JPMorgan Chase Bank, N.A. since 2017. 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.

Kelsey Bogle is a Series 66-licensed financial advisor with nine years of industry experience, currently with J.P. Morgan Securities in New York. Prior to joining J.P. Morgan Securities in 2021, Bogle spent four years at Morgan Stanley. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.