Jeremy O Reilly is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at E*TRADE Capital Management LLC, Harrisdirect LLC, and E*Trade Securities 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Diego Aguero Ceresole is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Credit Suisse Securities (USA) LLC and multiple assignments within J.P. Morgan entities dating back to 2018. 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.

Gabriel Moreira is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2017. He attended The University of Texas at Austin from 2013 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice, manager searches, and performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Matthew Thomas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Global Financial Partners LLC and Foresight Marketing, LLC. 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 investment recommendations.

James Kim is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase and its affiliates since 2007. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors, using a combination of quantitative asset allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Andrew Henderson is an advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, JPMorgan Chase Bank, N.A., and various sports-related organizations such as the Chicago Cubs and Cornell University Athletics. 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 their investment approach.

Nicole Cutcher is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes positions at DNA Diagnostics Center, Standard Retirement Services, StanCorp Equities, Schaeffer's Investment Research, and Huntington National Bank prior to joining J.P. Morgan Securities in 2021. 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.

Arezoo Agharezakashi is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2016. 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.

Sophia Chaban is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., JPMCB NA-London Branch, Goldman Sachs, and First Republic 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 an ESG eligibility framework. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

William Johnson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024, with prior experience at JPMorgan Chase Bank, First Republic Bank, and other financial firms. 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.

Kyle Ferguson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at several firms including Cetera Advisors LLC and Stephen G Rossi Jr PA. Outside of finance, he is a part owner of Maverick Aircraft Detailing LLC, an aircraft detailing business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management services.

John Delaney is a financial advisor with J.P. Morgan Securities in New York, holding Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank and Bank of America Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its investment recommendations.

Paige Weakley is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Prior to her professional career, she attended the University of Texas at Austin. 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.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked for TD Securities (formerly Cowen and Company LLC) for 11 years before joining J.P. Morgan in 2026. He holds Series 66 and Series 65 designations. 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 through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Paul Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Scottrade, Inc. and Scottrade Investment Management before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. He also worked at Rig Gear USA from 2020 to 2023. 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Birkhofer is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has two years of industry experience and has been with JPMorgan Chase Bank NA since 2016. His current role began in 2023 at JPMorgan Securities LLC. 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 integration of an ESG eligibility framework in its recommended strategies.

Justin Goldberg is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for 19 years before joining J.P. Morgan Securities in 2026. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Nicholas Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he owns rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

David Deveau is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Woodforest Wealth Strategies, Raymond James Financial, and Edward Jones. Outside of finance, he has been involved with the Match Midtown Arts Theater Center of Houston. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Elizabeth Chang is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at JP Morgan Chase Bank, N.A. since 2022. Prior to her current role, her background includes positions at Wellesley College and Camino Financial. 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.