Richard Magallanes is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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.

Manolo Baca is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Advisor Resource Council, Faubourg Private Wealth, LPL Financial, and academic work at Tulane University’s Chemistry Department. He is based in New Orleans, LA. 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 investment recommendations.

Alva Guerrero is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2011. Outside of finance, Guerrero is an owner and partner of Lex Barrels & More, a business marketing handcrafted products made from used barrels. 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 broker-dealer, investment adviser, and futures commission merchant registrations.

Joseph Bunta is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Asanka De Alwis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMC Bank NA since 2018, with prior experience at Wells Fargo Clearing Services LLC and Wells Fargo 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 due diligence and an ESG eligibility framework. The firm offers customized performance reporting and focuses on funds and strategies approved through its internal review processes.

Waley Zhao is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, Zhao held positions at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. Outside of finance, Zhao worked for four years at Niagara University Ice Complex Inc. 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.

Robert Taylor is a financial advisor with J.P. Morgan Securities in Heathrow, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 its advisory services alongside affiliated brokerage and investment management capabilities.

Anthony Centineo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His career includes roles at Mass Mutual Investors Services, New York Life Insurance Company, Axa Advisors, and various J.P. Morgan entities. Outside of finance, he was involved with Central Hospitality from 2018 to 2020. 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 investment recommendations.

Navdeep Singh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at several major firms, including JPMorgan Chase Bank, TD Bank, and Citigroup. Singh’s career has been primarily focused within prominent financial institutions. 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 and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jamal Gary is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Empower, PNC Bank, and several other financial institutions. Outside of finance, he was involved with Southern Hospitality Beef, LLC from 2015 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 to guide investment recommendations.

Mark Livingston II is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan Securities, he held various roles including positions with JPMorgan Chase Bank, N.A., and experience in wildlife conservation organizations such as the San Diego Zoo Wildlife Alliance and Conservation Centers for Species Survival. 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, utilizing quantitative asset-allocation modeling combined with centralized due diligence, and incorporates an ESG eligibility framework in its investment recommendations.

Kelly Luft is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marcos De Villalobos is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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 brokerage, distribution, and investment management capabilities.

Nicholas Petri is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, following an 11-year tenure at UBS Financial Services, Inc. based in Boston, MA. 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 these services alongside affiliated brokerage, distribution, and investment management capabilities.

Collin Azeez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Ryan, LLC and managed a startup business. Additionally, he spent time working at Benvenuti's Italian Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence, and incorporates an ESG eligibility framework in its recommendations.

Jarrad Knutson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and JPMorgan Chase Bank, NA since 2019, following four years at First Financial Equity Corporation. 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 and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Juan Martin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Jared Blair is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 credential and has worked at several firms including JPMorgan Chase Bank and Gallagher. 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 services through a select group of Wealth Advisors, supporting clients in asset allocation, investment manager searches, and customized performance reporting.

Grace Wang is a financial advisor with J.P. Morgan Securities in Rockville, MD, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan, she worked at Citibank and Aeon Life Insurance Company Ltd. Outside of her advisory role, she is employed in an adult care service assisting senior individuals with physical and mental well-being. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Jeffrey Jean Baptiste is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. 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 delivered on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.