Axel Lara is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he held positions at JPMorgan Chase Bank and Equitable Financial Life Insurance. Before entering the financial industry, he worked in various roles including childcare and telecommunications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Juan Guarin Calle is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2021. Prior to his current role, he worked at Genius Sports 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. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Parker Hoelscher is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and entrepreneurial experience at Monday's Bar. He holds a degree from the University of Wisconsin Madison. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm’s approach combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Karen Lee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Fidelity Personal and Workplace Advisors and JPMorgan Chase Bank, N.A. She is based in Pleasant Hill, CA. 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 non-discretionary wealth management services supported by an in-house manager solutions team.

Jennifer Box is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2007. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Allie Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at Merrill Lynch for six years and held roles at First National Bank of Texas and Tractor Supply Co. 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.

Talese Evans is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., and Success Academy, as well as time spent at the University of Pennsylvania. 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 process.

Olivia Boyd is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. Outside of finance, she has worked with Habitat for Humanity International and has experience in the hospitality and retail sectors. J.P. Morgan Securities 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 through Wealth Advisors on a non-discretionary basis, focusing on funds and strategies approved via internal review.

Samuel Srochi is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vincent Livigni is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo, Morgan Stanley, and Wells Fargo Clearing. 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 an ESG eligibility framework.

Noah Francis is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and 8 years of industry experience. He has worked with J.P. Morgan Chase & Co. and JPMorgan Chase Bank, N.A. He serves as a board member for Private School Axis, a nonprofit focused on increasing access to independent schools for underserved students of color, and for Center Theatre Group, a major arts and culture institution in Los Angeles. 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.

James Jacobs is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2021. Prior to that, he was employed at Shay Capital and Magara Capital. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Goldemberg is a financial advisor with J.P. Morgan Securities in New York, NY. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior experience includes roles at Silk Investment Bank, Talent Capital, and J.P. Morgan Chase. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jonathan Vance is a CFP® professional with 22 years of industry experience. He currently works at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., where he has been employed since 2012 and 2018, respectively. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Krupali Patel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA 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 select group of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Linda Sweeten is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 66 and Series 65 credentials and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, she worked at Ameriprise Financial Services for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Louella Basco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with J.P. Morgan Securities since 2013 and has been affiliated with 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Joshua Brucker is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Equitable Advisors LLC from 2022 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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 while maintaining a centralized due-diligence framework.

Natalia Paipilla Fula is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her prior roles include positions at Goldman Sachs and the Global Green Growth Institute. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework in its advisory process.

Elan Izhak is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2013. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.