Hope Bellelo is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank 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 applying an ESG eligibility framework in its recommendations.

Cameo Price is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jacob Ruddy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Janney Montgomery Scott, Starkweather & Shepley Insurance, and Key Bank. 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 multiple regulatory registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Candi Trevino is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for five years before joining J.P. Morgan in 2020. 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 brokerage and investment management capabilities, delivering recommendations through a centralized due-diligence process on a non-discretionary basis.

Brian Hanson is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2026. Prior to his financial services career, he worked in positions at Intercontinental Hotels Group and Troon Golf. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Dawei Lin is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019 and previously at HSBC Securities (USA) Inc. from 2015 to 2019. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Peter Welch is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Fisher Investments. He is based in San Francisco, CA. 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.

Colin Bruenjes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF for 11 years. He is based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Matthew Pierotti is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. He also operates under his own name, Matthew Pierotti, 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shaurya Chauhan is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Northwestern Mutual Life Insurance Company, and Sagepoint Financial. 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.

Debora Castany is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley and Sanders Capital LLC, as well as involvement with Castany Enterprises and a brief association with Rob Kresberg Tennis. 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 team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Anthony Jenkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2024. His background also includes employment with Ancora Holdings, the Cleveland Browns, and the University of Richmond. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and manager due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework when recommending strategies.

Natasha Krupp is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and was previously employed at JP Morgan from 2015 to 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Wimpfheimer is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2009, also maintaining roles at JPMorgan Chase Bank and JNK Securities Corp. Additionally, he has been affiliated with GW University since 2004. 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 searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Blake Baldwin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Jones Lang LaSalle and attended Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, research-driven process that includes ESG considerations. The firm operates within the broader J.P. Morgan organization and offers customized investment solutions on a non-discretionary basis.

Tony Edelen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with a longer tenure at JPMorgan Chase Bank dating back to 2009. Outside of his advisory role, he has a financial interest as an owner and partner in a separate business entity, THE VERNON LLC, but does not have day-to-day responsibilities there. 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 broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by centralized due diligence and an in-house manager solutions team.

Alan Morales Toledano is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and four years of industry experience. His work history includes roles at J.P. Morgan Chase Bank, Amazon.com Services LLC, Robert Half International Inc., and Rutgers University. 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 in its recommendations.

Robert Santos is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Dublin, CA, and has 15 years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Tuyet Mai Hoang is a CFP®-certified financial advisor with 13 years of industry experience, currently with J.P. Morgan Securities in Austin, TX. She has worked at JPMorgan Chase Bank, N.A. and NYLIFE Securities LLC, and previously held roles at Eagle Strategies and New York Life Insurance Company. Outside of her advisory role, she is involved in real estate as an owner and partner of a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Mc Kenna Elliott is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Mc Kenna has held roles at JPMorgan Chase Bank NA and is also engaged as a part-time pet sitter through Rover.com. 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 when recommending strategies.