Brandon Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank prior to his current role. 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 strategies.

Erica White is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2022, following seven years at Clifford Swan Investment Counsel. 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 and investment management capabilities, delivering a non-discretionary program where clients retain final decision-making authority.

Sean Whitsitt 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 LLC and JPMorgan Chase Bank NA since 2017, following a two-year tenure at Merus Global Investments. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by a centralized due-diligence framework.

Matt Williamson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to this, he was involved with Blacklight Pictures from 2015 to 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Manpreet Kaur 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 several major firms, including Bank of America and Merrill. Outside of her advisory role, she serves as secretary for AnchorJoy Properties LLC, a property management entity associated with her personal real estate holdings. 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.

Lauren Cheng is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation. She has one year of industry experience and has previously worked at UBS Financial Services Inc. and DW Healthcare Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence. The firm’s services are delivered on a non-discretionary basis, applying an ESG eligibility framework when recommending investment strategies.

Eric Hood is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities LLC. 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 investment recommendations.

Sean Lucke is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various J.P. Morgan entities since 2015. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Ethan Yost is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with two years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, as well as prior experience at Huntington Resources and Indiana University. 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.

Lucas D'arcy is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Spaulding Suite LLC, a real estate entity focused on residential rental properties. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Amy Spiker is a financial advisor with J.P. Morgan Securities and JPMorgan Chase Bank, holding a Series 66 designation and 16 years of industry experience. Her prior firms include First Republic and U.S. Bancorp Advisors. She is based in Portland, OR, and is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products in addition to investment advisory services. 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 making investment recommendations.

Orit Hodarkovsky is a financial advisor with J.P. Morgan Securities in New York, holding Series 65, Series 63, and Series 66 licenses and bringing 20 years of industry experience. Prior to joining J.P. Morgan in 2021, she worked at Deawm Distributors, Inc. She is also president of Eureka Moment LLC, a value-oriented retail business that supports philanthropic causes, where she designs clothing and manages social media content. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nicholas Caccamo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes roles with the Professional Lacrosse League, Inc. and involvement in lacrosse-related organizations. 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.

Kourtney Akers is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has held positions at JPMorgan Chase Bank and other companies. Outside of her advisory role, she has worked as a delivery contractor for Amazon Flex and Instacart. 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 when recommending investment strategies.

Jeremy Wynes is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities in Evanston, IL, and previously worked at UBS Financial Services. Outside of finance, he has experience with the Park District of Highland Park and was involved in political activities, including a congressional campaign and work with the Republican Jewish Coalition. 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, distribution, and investment management capabilities.

Jack Chen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has held roles at JPMorgan Chase Bank and Waddell & Reed, Inc. since 2016. 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 non-discretionary advisory approach. The firm integrates quantitative modeling and centralized due diligence with an ESG eligibility framework when recommending investment strategies.

Joe Carter is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America, N.A., and is currently associated with J.P. Morgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of Sweet Wheels LLC, a food and ice cream restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, leveraging quantitative asset-allocation models and centralized due diligence to inform non-discretionary recommendations.

Jin Shin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Chase Bank and Arthur J. Gallagher & Co. Risk Placement 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mordechai Worch is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Outside of finance, he was involved with Mordy's Smokehouse in 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hannah Ramos 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 firms including Wells Fargo and The Vanguard Group. Hannah is currently based in Tempe, Arizona. 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 non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.