Ruben Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2020, and previously at Merrill and Bank of America from 2015 to 2020. In addition to his advisory role, he is also employed by JPMorgan Bank, allowing him to offer bank products including deposit and credit services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, integrates an ESG eligibility framework, and offers services through a select group of advisors on a non-discretionary basis.

Susan Barnett is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and other investment firms since 2007. 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 recommend approved funds and strategies.

Matt Flaks 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 Northwestern Mutual Life Insurance Company. 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 multiple market-facing registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

David Duplantis is a CFP® professional with 17 years of industry experience, currently serving at J.P. Morgan Securities. He has worked with JPMorgan Chase Bank, N.A. since 2009 and with J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Kline 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 2017, as well as at TD Bank from 2013 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Brendan Mc Govern is a financial advisor with J.P. Morgan Securities in New York, NY who holds a Series 66 credential and has nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent one year with Charles Schwab. 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 emphasizes non-discretionary services delivered by select Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Oluwaseun Adelegan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Citigroup/Citibank and JPMorgan Chase Bank, N.A. Adelegan’s career includes multiple roles at J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Brian Drexel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, previously working with Banc One Securities Corporation and JPMORGAN Chase Bank, N.A. in Chicago, IL. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Charles Roloson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory work, he has extensive experience managing rental properties over nearly three decades. 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 capabilities with brokerage and investment management services.

Jorge Hoyos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining J.P. Morgan in 2025. 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 recommendations on a non-discretionary basis while clients retain final decision authority.

Alex Benjamin Villar is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked within various divisions of J.P. Morgan since 2005, including JPMorgan Investment Management and Banco JPMorgan SA. 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. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Russell Larvadain II is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also associated with JPMORGAN Chase Bank, N.A. since 2007. Larvadain owns Lynbrook Fielding, LLC, a non-public entity involved in rental property management. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Ingrid Morgan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2013, including its predecessor entity, with a brief tenure at Amazon in 2020. Outside of finance, she has experience in the hospitality industry through her work at Crowne Plaza North Hotel. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, 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 advisory services on a non-discretionary basis.

Julie Murphy is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has been with J.P. Morgan since 2024. Prior to joining the firm, she worked at the ZSR Library at Wake Forest University and the Village of Garden City. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Andis Madani is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has two years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities Inc, and Prudential Insurance Company of America. He also has ongoing outside employment at La Volgia Italian Restaurant. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Troy Bonner is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2007 to 2020 before joining J.P. Morgan Securities in 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. 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 its program on a non-discretionary basis.

Kin Hung Chan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the University of California Santa Cruz. In addition to his financial career, he was involved with Typhoon Club Magazine in 2019. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Thai Vang is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2009. 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 operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Mariah Griffith is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has prior work experience with Equitable Advisors and Orexo US. Outside of her advisory role, she teaches Reiki classes related to holistic healing. J.P. Morgan Securities 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 model.