Eva Rhodes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked within various divisions of J.P. Morgan since 2014, including roles in the London branch and both J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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 advisory services alongside affiliated brokerage and investment management capabilities, with a non-discretionary program that relies on an in-house manager solutions team and centralized due diligence processes.

Kate Bentson is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. She began her career in the financial industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A., and Gart Properties. 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.

Maximilian Grutschus is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, and has four years of industry experience. His prior experience includes two years at Merrill before joining J.P. Morgan in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework incorporated into its investment recommendations.

Amanda Cummings is a financial advisor with J.P. Morgan Securities in Bloomington, IN, holding Series 63 and Series 66 licenses and with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked at JPMorgan Chase Bank from 2009 to 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Steven Underwood is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, also maintaining a role with JPMorgan Chase Bank, N.A. since 2002. 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 affiliated brokerage and investment management capabilities.

Asmir Malevic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several J.P. Morgan affiliates since 2016 and was previously with Invesco Distributors, Inc. from 2019 to 2021. 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.

Andrew Held is a CFP®-credentialed financial advisor with 29 years of industry experience, currently serving clients at J.P. Morgan Securities in Phoenix, AZ. He has been with J.P. Morgan since 2012 and also holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director on the board of the Greater Seattle Business Association, an LGBTQ and allied chamber of commerce. 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 framework when recommending strategies.

Alexander Wasnesky is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, he held positions at firms including Fidelity Investments and Wesbanco Bank Inc. He has also been involved in entrepreneurial activities such as operating Fitness Gurus LLC from 2019 to 2023. J.P. Morgan Securities 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 strategies.

Nicole Simmons is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Her prior roles include positions at Emils Restaurant, Loft, and the firm Black Lung. 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.

Christopher Perrin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Turning Point USA. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Buehrle is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds the Series 66 designation and has seven years of industry experience. His prior work includes roles at The Kroger Company and University of Dayton, as well as a position with No Name Cowboy, LLC. J.P. Morgan Securities 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 a combination of quantitative modeling and centralized due diligence.

Matthew Albright is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ameriprise, Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities 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.

Giulio Gilardi Vega is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having six years of industry experience. He previously worked at Banco de Credito BCP and Duke University before joining J.P. Morgan. Outside of finance, he is a shareholder in a private vascular care practice owned by his brother. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, 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 when recommending investment strategies.

Diego Garcia is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various positions within JPMorgan Chase since 2018. His background includes a brief tenure at Livingstone Partners and time spent at Georgetown University. J.P. Morgan Securities provides investment consulting and advisory services mainly 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 in its recommendations.

Andrew Caputo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in marketing and other fields before joining J.P. Morgan. Outside of financial services, Caputo is involved with Capdim Enterprises, a business he has been associated with since 2025. 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. The firm operates within a larger banking and broker-dealer organization and offers access to a broad range of investment products, including security-based swaps and futures.

Alexander Lambos is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and two years of industry experience. His career includes prior roles at JPMorgan Chase Bank and several entrepreneurial ventures in the food service and digital sectors. 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.

Quentin Cox is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Reynoldsburg, Ohio. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Andrew Huseby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Castlelake, Eaton Vance Distributors, and Parametric Portfolio Associates before joining J.P. Morgan in 2017. He is based in Minneapolis, MN. 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.

Robert Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2017, following two years at JPMC Bank NA. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Naizony Gonzalez is a financial advisor with J.P. Morgan Securities LLC, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. Gonzalez has worked with J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, NA since 2009. Outside of advisory work, Gonzalez is involved with NSZL Management LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.