Yanmin Young is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program.

Yuchi Arnold is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2025, Arnold worked at Merrill and Bank of America, among other firms. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Quintin Burkhamer is a financial advisor at J.P. Morgan Securities with Series 63 and 65 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group, Triad Advisors, and JPMorgan Chase 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 applying an ESG eligibility framework in its recommendations.

Ross Massey is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Life Insurance Corp, Ameritas Investment Company, Wealth Solutions, LLC, and Tulane University. 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 manager due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary services through a select group of Wealth Advisors.

Charles Garman is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has four years of industry experience. He previously worked at Merrill and Bank of America for twelve years. 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 deliver customized investment advice.

Piers Cornelius is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and concurrently at 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 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.

Arturo Andrews Jr. is a registered financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through a rigorous process that incorporates quantitative modeling and ESG criteria.

Andrew Di Nardo is a financial advisor with J.P. Morgan Securities in Hartsdale, NY. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2021, he worked at Iron Birch Advisors and Ameriprise Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, utilizing a process that combines quantitative modeling with centralized due diligence and integrates ESG criteria in its recommendations.

Taishaun Johnson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at BNY Mellon, Bank of America N.A./Merrill Lynch, and JPMorgan Chase Bank, N.A. prior to his current role. 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.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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 alongside affiliated brokerage and investment management capabilities, operating both as a broker-dealer and investment adviser.

Phillip Rodowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Massachusetts Mutual Life Insurance Co., Key Bank, and Key Investment Services LLC. 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 and investment management capabilities.

Kelly Chavez Laprade is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Citizens Securities, TD Bank, and JPMorgan Chase Bank. Early in her career, she held positions outside finance at companies such as Red Robin Gourmet Burgers and Enterprise Rent A Car. 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.

Jack Plew is a financial advisor with J.P. Morgan Securities in Del Mar, CA, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at Merrill Lynch and Northwestern Mutual. 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.

Todd Belden is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 20 years of industry experience and also has a background with JPMorgan Chase Bank, N.A. Outside of advisory services, he is a co-owner of Belden Investment Properties, LLC. 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.

John Kowalski is a financial advisor with J.P. Morgan Securities holding a Series 66 designation. He has one year of industry experience and previously worked at UBS and JPMorgan Chase Bank, N.A. Outside of finance, his work history includes roles at Major League Soccer and Blue Cross Blue Shield of Rhode Island. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Christopher Simpson 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 Morgan Stanley Smith Barney LLC and Discover Financial Services before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Askar Habybayli is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, he held various roles including positions in retail and education sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Jeremiah Hare is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has held his current position since 2016 and briefly worked at Walmart the same year. He holds Series 63 and Series 66 licenses. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kristen Soltan is a Series 66-credentialed financial advisor with J.P. Morgan Securities, bringing 13 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rocio Branz is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she owns a personal LLC focused on authorship related to mediation, yoga, personal development, and design. 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.