Julia Ackerman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2015. Ackerman also served on the Union County Board of Elections from 2016 to 2024. 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.

Michael Akins is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley for three 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Frederick Schoenhut is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He is currently with J.P. Morgan Securities, having joined in 2023, and previously worked at Goldman Sachs & Co. for six years among other firms. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Nicholas Hofmann is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Renaissance Financial Corp, Cetera, and Securian Financial Services. Outside of his advisory role, he coaches youth baseball, working with 12-year-olds in both team coaching and infield training sessions. 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 process.

Jose Alpizar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. 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 integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Karen Scotti is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. 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.

Richard Linn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following four years at Solera Autopoint. He holds the Series 66 designation. 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, distribution, and investment management capabilities.

Nathaniel Francois is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2025. 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.

Emily Margolis 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 J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2019. Her prior experience includes roles at Apollo Global Management and Verily Life Sciences. 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 its program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

John Chamales is a financial advisor with J.P. Morgan Securities in El Paso, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2010. Outside of his advisory role, he has been involved with EP Wings and the EP Wings Parachute Demonstration Team. 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 additional brokerage, distribution, and investment management capabilities.

Klodiana Sina Gjikondi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked within various divisions of JPMorgan Chase and JPMorgan Securities since 2015. 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, distribution, and investment management capabilities.

Jonathan Usitalo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2018, following a prior role at Morgan Stanley from 2014 to 2018. Based in Tulsa, OK, he provides advisory services within a firm known for delivering institutional consulting to corporations, foundations, and defined contribution plan sponsors. J.P. Morgan Securities offers asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program where clients retain final decision authority. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, supporting its services with centralized due diligence and ESG eligibility processes.

Peter Daley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Batavia, Illinois, bringing 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. In addition to his advisory role, he serves as an adjunct instructor of economics at McHenry County College. 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.

Garo Barbarian is a Certified Financial Planner (CFP®) with 13 years of experience, currently serving as an advisor at J.P. Morgan Securities since 2013. He has also been associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager and fund 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 when recommending strategies.

Lissa Silva is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Wells Fargo Bank. Silva is based in New York, NY. 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 advisory services alongside affiliated brokerage and investment management capabilities.

David Collier 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 J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. Prior to his financial career, he was affiliated with Dallas Baptist University from 2019 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized investment reporting. The firm integrates institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Zachary Chauvin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and eight years of industry experience. His background includes roles at JPMorgan Chase Bank, Advisory Services Network, LLC, and Piper Wealth Management. He also served for ten years on the Terrebonne Parish School Board. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence to support customized investment solutions.

Steven Zwirz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014, alongside a concurrent role at JPMorgan Chase Bank, N.A. since 2005. 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Mark Mascharka is a financial advisor with J.P. Morgan Securities in Cary, Illinois, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank 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 and fund 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.

Alec Carroll is a financial advisor at J.P. Morgan Securities with the Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at RMB Capital Management and Graham Capital Management. 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 additional market-facing registrations and functions, delivering advice on a non-discretionary basis.