Sydnee Scruggs is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Sydnee is based in Atlanta, GA. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of services.

Lucas Le Blanc is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, he is involved as a member and majority owner in companies related to mineral royalties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Brian McCarthy is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016, with additional experience at AssetMark and JPMorgan Chase Bank, N.A. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services. 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 recommendations. The firm operates within the broader J.P. Morgan organization and offers access to a range of products through its distinctive registrations and affiliations.

Liang Ke Yu is a CFP®-certified financial advisor with 14 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lindsey Pettis is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Timothy Schwarz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ninety One NA for eight years. 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 its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Colin O'Donnell is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors and Diversified Financial Consultants. He is also employed by JPMorgan Bank, enabling him to offer certain banking products and services alongside his advisory work. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm focuses on non-discretionary advisory services and incorporates an ESG eligibility framework when recommending investment strategies.

Nicholas Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jessica Fiorillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, Cantor Fitzgerald, First Franklin Financial Services, and Sl Green Realty Corporation. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joseph Woodward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Chase and J.P. Morgan Securities since 2011 and 2012, respectively. 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, distribution, and investment management capabilities.

Sean Antoine is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill, Bank of America, Citigroup, and JPMorgan Chase 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Conor Finnan is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments and Eclaro. In addition to his advisory work, he is employed by JPMorgan Bank, enabling him to offer certain banking products and services. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Garrett Tognozzi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 14 years of industry experience. He has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. J.P. Morgan Securities LLC 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 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.

Arturo Centeno is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is also a rental property owner. 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 its program on a non-discretionary basis and combines large institutional advisory operations with additional market-facing registrations and functions.

John Taveira is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and PNC Bank, among other roles. Outside of his financial career, he was involved with We Speak Portuguese from 2012 to 2018. 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 approach.

Edgar Silva Cepeda is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory role, he is the sole owner of Martini Banquet Hall LLC, a business specializing in event hosting. 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 client decision-making.

Michael Herman is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for seven years. 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.

Mauricio Saettone Prado is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, with prior experience at Andean Crown and Notre Dame Office of Information & Technology. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Zijia Ye is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, Zijia worked at Bank of America and several insurance and financial services firms. 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.

Colin Brogowski 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 Corebridge Financial, Valic Financial Advisors, and Guardian Life Insurance Company of America. He has also been involved in the hospitality industry with experience at Iron Vine Grill and Fiddlestix Cafe. 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. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.