Ulises Burnett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Woodforest National Bank. 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.

Saeger Olsen is a financial advisor with J.P. Morgan Securities in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at J.P. Morgan Securities since 2015, including a period at J.P. Morgan Chase Bank from 2015 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth advisory services supported by a centralized due-diligence framework.

Janine Farah is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Consolidated Portfolio Review, Vanderbilt Securities, LLC, and 3 Dimensional Wealth. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities 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 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.

Glenia Castellon is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank, CitiBank, and Ocean Bank. 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 manager due diligence and applying an ESG eligibility framework when recommending strategies.

John Mc Donough is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MFS Investment Management and several financial firms between 2006 and 2019. 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 services with brokerage, distribution, and investment management capabilities.

Jonathan Saffiedine is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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.

John Giachinta Jr. is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America and Roberts & Ryan Investment Inc., as well as eight years of service in the United States Marine Corps. 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering a range of investment solutions on a non-discretionary basis.

Fredy De Jesus is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has additional experience with Jpmorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved in a family-run advertising agency, Zuri Agency, which specializes in print ads and modeling unrelated to the financial sector. 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 Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rafi Mustafa Rizvi is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank, NA since 2016 and J.P. Morgan Securities since 2014. 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 on a non-discretionary basis.

Clark Gaied is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Mechanics Bank, Advantage First Lending, Citizens Bank NA, and work with the University of California and UC Irvine School of Law. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and 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 capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jonathon Harrison is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments and DWS Distributors. Prior to his financial career, he worked in the restaurant industry. J.P. Morgan Securities LLC 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 to support its recommendations.

Ayisha Zec is a financial advisor with J.P. Morgan Securities in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with J.P. Morgan Securities since 2018 and has worked across several J.P. Morgan entities since 2015. 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 and delivers advisory services on a non-discretionary basis.

Jonathan Gallashaw is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Teachers Insurance and Annuity Association (TIAA). Outside of his advisory role, he serves as President of the board of managers for Colonial Towne Homes Condominium, a self-managed community association. 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 services on a non-discretionary basis.

Malik Brown is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in New York, NY. He has been with J.P. Morgan Securities since 2012 and has longstanding roles within JPMorgan Chase entities extending back to 2007. Outside of his advisory work, Malik is the owner of Progressive Move Real Estate, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Victor Acevedo is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at UnionBanc Investment Services and Union Bank prior to joining J.P. Morgan. 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 delivers non-discretionary advice through a select group of Wealth Advisors while clients retain final decision-making authority.

Charles Belton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing nine years of industry experience. His prior work includes roles at Edward Jones before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2017. 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 through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

William Schoen is a CFP® with 22 years of experience in the financial industry. He has worked at JPMorgan Chase Bank, NA since 2004 and has been with J.P. Morgan Securities since 2012. He is based in Fort Worth, TX and holds the Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with additional market-facing registrations and functions.

Courtney Longley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2017. 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 incorporates an ESG eligibility framework in its recommendations and offers a range of products through its extensive affiliations within the broader J.P. Morgan organization.

Juan Martin Gonzalez Acosta is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and two years of industry experience. He has been associated with JPMorgan Chase Bank 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 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.

Jorge Medrano is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at First Horizon Bank and Wells Fargo Bank. Outside of his financial advisory role, he works as an independent contractor for GT PRO, a live events production company focusing on audio, lighting, and broadcast management. 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.