Randy Potter is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2000. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Courtney Straus is a CFA® charterholder with 22 years of industry experience, currently serving at J.P. Morgan Securities since 2003. She has been affiliated with Jpmorgan Chase Bank, N.A. since 1998. Outside of her advisory role, she is the owner and investor in Grace the Musical LLC, a production company for a play debuting at Ford’s Theater, and serves as Treasurer for the Middleburg Film Festival, acting as an ambassador for the event. 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 model.

Joshua Jesudass is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America (Merrill Lynch). Outside of advising, he is associated with JRJ Enterprises, a family property and rental company, although he has no active responsibilities there. 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.

Jake Miller is a financial advisor with J.P. Morgan Securities in Portland, OR. He holds a Series 66 designation and has experience working at JPMorgan Chase Bank, Northwestern Mutual, and other firms since 2019. Miller is also involved with Next Step Strategies Inc., a role he has held since 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm operates as part of the broader J.P. Morgan organization and offers access to a wide range of investment products through its unique regulatory registrations.

Joseph Di Fusco is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 designations and has 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is also involved with Casa Maria Grazia LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers its services on a non-discretionary basis and incorporates an ESG eligibility framework when recommending investment strategies.

James Alberts II is a CFP®-certified financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously spent three years at UBS. 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.

Amanda Hiatt is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as Treasurer and board member for the Neptunian Woman's Club, a nonprofit focused on charitable, educational, cultural, and civic services. J.P. Morgan Securities LLC 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 and an ESG eligibility framework. Their Institutional Consulting Services offer customized, non-discretionary advice delivered by a specialized team of Wealth Advisors.

Elizabeth Payton is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan entities since 2007, including a role at JPMorgan Chase Bank, N.A. since 2007 and J.P. Morgan Securities since 2024. 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 strategies.

Matthew Mc Donald is a financial advisor with J.P. Morgan Securities in Clayton, MO. He holds the Series 65 and Series 66 designations and has nine years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked for National Planning Corporation (Cottone Wealth Management) for one year and was a student at the University of Missouri. 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 uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jairo Sotomayor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Fifth Third Securities. 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 broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Eric Yum is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Financial Life Insurance Co. and JPMORGAN Chase Bank, N.A. Outside of finance, he has experience in the food service industry, including a role at Oozu Ramen. 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, investment adviser, and commodity futures functions.

Joo Won Kim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, Kim worked at Symmetry Capital Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. 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 investment recommendations.

Blake Fisher is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Dallas, TX. He has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously spent seven years at Fidelity Brokerage Services and Fidelity 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Ramirez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities 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 searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Larry Stoner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024, following prior roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Thomas King is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Morgan Stanley and Northwestern Mutual. Outside of finance, he is involved in real estate as the owner and partner of Gold Crown Realty LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Michael Shobe is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior experience includes roles at Funkwerks, Brooklyn Brewery, Wilbur's Total Beverage, and Fort Collins Brewery. 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.

Jorge Remotti is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Bank, Bank of America/Merrill Lynch, and IFB Wealth Management. Outside of finance, he is the owner and partner of Remotti Entertainment Services, a business providing live music performance and event contracts. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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.

Antonella Siari is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at HSBC, Societe Generale, and Alvarez & Marsal. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending eligible investment strategies.

Emma Tordella is a Series 66-licensed advisor with J.P. Morgan Securities in Atlanta, GA, where she has worked since 2022. She has four years of industry experience, including time at JPMorgan Chase Bank and studies at the University of North Carolina at Chapel Hill. 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.