Salvatore Lobue is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His background includes roles at Wells Fargo Advisors and Metrostone Marble and Granite Corp. He has been affiliated with Brooklyn College since 2008. 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 and investment management capabilities.

Anastasiya Soldatova is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and the application of an ESG eligibility framework in its investment recommendations.

Robert Eiford Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. Prior to this, he was involved with the Robert S. Eiford and Susanne Eiford Family Partnership, LLC for 11 years. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Nestor Amador De Gracia is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at PwC and Coca Cola. 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 network of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rick Starr is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023, following six years at Bank of America and Merrill. Outside of his advisory role, Starr serves as a board member at George Mason University, contributing approximately five hours weekly. 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 and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Anthony Rojo is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014. Previously, he operated a business called Anthony Rojo Creative from 2011 to 2017. 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 brokerage and investment management capabilities.

Kristin Hartwell is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Hartwell also had a role with the Tarrant County Democratic Party in 2020. 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 brokerage, distribution, and investment management capabilities.

Julie England is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and over 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, NA since 2005. 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 applying an ESG eligibility framework in its recommendations.

Daniel Castelblanco is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with J.P. Morgan since 2017. Outside of his advisory role, he is involved as an owner and partner in several real estate entities. 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 when recommending strategies.

Ulugbek Khashimov is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

John Donovan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior experience at First Republic Bank and J.P. Morgan Chase Bank. 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 applies an ESG eligibility framework when recommending investment strategies.

Steven Grill is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Raymond James & Associates, Alex Brown, Deutsche Bank Securities, Morgan Stanley, and Merrill. Outside of his advisory role, he is involved with Finches, LLC, a technology startup focused on advising early-stage companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and offers a range of products supported by its broader broker-dealer and banking organization.

Jason Collins is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at Chase Investment Services, Morgan Stanley, and Merrill. Outside of his advisory role, he is associated with JNCM Properties LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative asset-allocation approach combined with centralized due diligence. The firm integrates an ESG eligibility framework and offers non-discretionary services with final decision-making authority retained by clients.

Brendy Kamba is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Brendy has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. 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.

Henry Winslett III is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and 18 years of industry experience. He previously worked at Wells Fargo Securities before joining J.P. Morgan in 2018. Winslett co-founded WARD'S Foundation, a nonprofit focused on support for families with rare diseases, where he serves as Treasurer. J.P. Morgan Securities 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.

Andrew Slotnick is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Goldman Sachs & Co. LLC and JetBlue Airways 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derrick Hayes is a financial advisor at J.P. Morgan Securities LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2016. Prior to his current role, he was involved with Therapy Lounge from 2010 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Scottie Bayles is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and bringing six years of industry experience. His background includes roles at Securian Financial, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of finance, he works seasonally as a scorekeeper and sight supervisor for the City of Scottsdale Adult Sports. 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 approach.

John Sewell is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Goldman Sachs for four years and has held positions at Duke University and within the White House. J.P. Morgan Securities LLC 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 uses quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Jessica Kibler is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. She holds a Series 66 designation and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2024. Her prior work experience includes positions at Morgan Stanley and various other roles outside the financial industry. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.