Aaron Leach is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018, following a prior role at J.P. Morgan Chase Bank and a year at Abercrombie and Fitch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jack Lee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and Wells Fargo in various capacities since 2010. 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.

Qiming Liang is a financial advisor with J.P. Morgan Securities who holds Series 66 and Series 63 licenses and has three years of industry experience. His prior work includes positions at NYLife Securities LLC and seven years at Hainan Shengda Corp. 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 incorporates an ESG eligibility framework when recommending strategies.

Jake Coraggio is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A. He is based in New York, NY. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on 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 affiliated brokerage and investment management capabilities.

Mark Krasienko is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Corp, Huntington National Bank, and Lowe’s. Outside of finance, he owns and operates a home improvement and repair business. 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 offerings.

Peter Totaro is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2008. 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.

Robert Williams is a CFP® with over 31 years of experience in the financial industry. He has worked at J.P. Morgan Securities LLC since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2003. Williams also has experience as an independent advisor. Outside of his advisory work, he is involved in managing private rental property investments. 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. The firm operates within the broader J.P. Morgan organization and recommends funds and strategies approved through its internal review processes.

Elaine Sarnoff is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously worked in the In-Home Supportive Services Program from 2016 to 2018. 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 incorporating an ESG eligibility framework in its investment recommendations.

Michael Reinhard is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI. He holds Series 63 and Series 66 designations and has 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Majid Saber is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes 13 years at Wells Fargo Bank, N.A., and he has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities 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.

Errol Rhoden is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, following prior roles at Bank of America and Merrill. He is also a member of the United States Marine Corps Reserves. 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 a structured, non-discretionary process.

Brian De La Torre is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Banc of California and JWM CPA & Company. 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.

Travis Lee is a CFP® professional with 18 years of industry experience, currently serving at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Justin Crocker is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, with prior experience at Bank of America and Merrill. Outside of finance, he is a silent partner in a personal trainer franchise called Fortis Anima Corp. J.P. Morgan Securities LLC 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.

Shawn Whitmore is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and State Farm. 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 in its recommendations.

Megan Lau is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, NA since 2010. In addition to her advisory role, Megan is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. 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 and investment management capabilities, delivering services on a non-discretionary basis.

William Olsen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2012. 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 in its investment process.

Nicholas Ulloa is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His career includes roles at MThree Corporate Consulting LTD and the Florida International University Wellness & Recreation Center. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Emily Mac Kinnon is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and six years of industry experience. She has been with J.P. Morgan Chase Bank NA and JPMorgan Securities LLC since 2017. 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 strategies.

Catesby Palmer is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to joining J.P. Morgan in 2021, he worked at Fiduciary Investment Management International Inc. for nine years. Palmer serves as a board member of the Northern Virginia Estate Planning Council and VHC Health, a nonprofit hospital system. 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.