Hunter Jensen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC since 2022. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Darcy Drain is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with various divisions of J.P. Morgan 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ying Hu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Her prior roles include positions at Bank of America, Merrill, Pruco Securities LLC, and The Prudential Insurance Company of America. She holds Series 63 and Series 65 designations. 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.

Jennifer Green is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Milwaukee, WI. She has 31 years of industry experience, including 18 years with J.P. Morgan Securities and JPMorgan 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Anthony Lewis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. His prior positions include roles at Morgan Stanley and Stifel. Outside of finance, he has been involved with the Manhattan Exercise Company, LLC for eight years. 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.

Eddie Rivera Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017. Prior to that, he was employed at PFS Investments Inc. and Primerica Financial Services. 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 with an in-house due-diligence framework.

Gwendolyn Maurer is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Eric Donato is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Envestnet, Massachusetts Mutual Life Insurance Company, and CREATIVE Financial Group. His background also includes four years at Holy Family University. 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.

Thomas Stone is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, with prior experience at Chesterfield Family Center and the University of Kansas. 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 these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Isabella Messer is a financial advisor with J.P. Morgan Securities and holds the Series 63 and Series 66 designations. She has eight years of industry experience and has worked at J.P. Morgan Securities since 2018, with prior roles at JPMorgan Chase Bank N.A. and JPMC Bank NA (Southwest). J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Casella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 63 designation and has worked at various J.P. Morgan entities since 2003, including JPMorgan Chase Bank and J.P. Morgan Wealth Management Solutions. 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 Buchman 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, N.A. and Northwestern Mutual. 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 recommendations.

Eric Eggen 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 and JPMorgan Chase Bank in various roles since 2011, with brief prior experience at Citizens Bank and Citizens Securities. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Max Weisman is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at various J.P. Morgan entities since 2017 and previously spent four years at Washington University in St. Louis. He holds Series 63 and Series 65 licenses. 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.

Brian Collins is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2012. J.P. Morgan Securities 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 investment strategies.

Desha Perez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, Perez worked at First Republic Bank for five years and was involved with Impact Zone Golf from 2014 to 2018. 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.

Jonathan Kornberg is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and five years of industry experience. His prior experience includes positions at Raymond James and JPMorgan Chase Bank, NA. 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 and fund searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.

Pehrson Szuluk is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual Investment Services LLC, and Morgan Stanley. 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 the broader J.P. Morgan organization, offering a range of investment strategies approved through internal review processes.

Simone Melo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and JPMorgan Chase Bank. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Culberson is a Series 65-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Fisher Investments and various insurance and realty agencies. Outside of his advisory work, he has been involved with DHS Realty and MJJ Insurance Agency INC. 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 when recommending strategies.