Ryan Campbell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry since 2018. His prior roles include positions at Wells Fargo Bank, First Republic Bank, JPMorgan Chase Bank, and Gap Inc. Before entering finance, he worked at Hobie Surf Shop for six years. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Junru Ma is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2019, following prior roles at Haitou LLC, California Actuarial Consultants, and the University of California, San Diego. 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 recommendations.

Matthew Horton is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank since 2017. Outside of finance, he is a music composer, performer, and producer. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Marvin Gomez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2018, also working with JPMorgan Chase Bank since 2014. J.P. Morgan Securities 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 modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Morris is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Janney Montgomery Scott and Merrill. Outside of finance, he has experience in roles at FedEx, Wagner College, and the Pheasant Hollow Golf Course. 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.

Erick Barrera Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior work includes roles at Northern Trust and Bank of America/Merrill Lynch. 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 incorporating an ESG eligibility framework.

John Hueter is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked within various roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2023. Outside of his advisory career, he has been involved with Hueter Rentals LLC. J.P. Morgan Securities LLC 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 in its recommendations.

Lawrence Boytano is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and L&L on M Street LLC. He is also employed by JPMorgan Bank, where he offers various banking products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, offering recommendations on a non-discretionary basis while clients retain decision-making authority.

Diandra Weaver is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011. 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 multiple regulatory registrations to deliver both advisory and brokerage services.

Benoit Ugeux is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes long-term roles at JPMorgan Chase Bank and JPMorgan Securities, as well as a position at Liebert Aviation. 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, delivering recommendations on a non-discretionary basis.

Christopher Dirksmeier is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2024, with prior roles at JPMorgan Chase Bank, N.A., First Republic Bank, and Quirk Auto Dealers. 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. The firm’s services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Thomas Puetz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and his own consulting firm, Puetz Consulting LLC. Outside of his advisory work, he has been involved with Traverse City Golf & Country Club and Crystal Downs Country Club. 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 offerings.

Khadija Farooqi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at Connecticut Capital Management Group, Travelers Insurance, Monte Financial Group, and various positions at Quinnipiac University. 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 investment recommendations.

Joseph Dibuono is a CFA® charterholder with eight years of industry experience. He is currently an advisor at J.P. Morgan Securities and previously worked at Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver tailored recommendations.

Ricardo Marquez is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. He has worked with JPMorgan Chase Bank NA since 2017 and with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lee Ward is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo Advisors. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christian Craft is a financial advisor with J.P. Morgan Securities in Orlando, FL. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at BNY Mellon 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 in its investment approach.

Nicholas Seis is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Miami, FL. He has experience working at Evensky & Katz / Foldes Wealth Management and JPMorgan Chase Bank, N.A., among other firms. 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 Singer is a financial advisor with J.P. Morgan Securities and holds Series 63, 65, and 66 licenses. He has 15 years of industry experience and has worked at J.P. Morgan Securities since 2020, having been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm offers its services on a non-discretionary basis, with clients retaining final decision-making authority.

Rendi Wijaya is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated his own advisory practice from 2009 to 2019. He holds Series 63 and Series 65 licenses. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.