David Cruz Castellanos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2015, with a brief employment gap from 2017 to 2018. Based in San Jose, CA, he currently serves clients through J.P. Morgan Securities. 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, delivering recommendations on a non-discretionary basis.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. 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 integrates large institutional advisory operations with brokerage and investment management capabilities.

Rachel Perry is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., the Ohio Department of Insurance, and Private Vista LLC. J.P. Morgan Securities 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.

Maikel Cotrina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Citigroup Global Markets and Santander Securities 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Peter Lazor is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 license and 15 years of industry experience. He has worked at Merrill and JPMorgan Chase Bank, N.A. Prior to his current role, he invested in Koios Medical, a company specializing in ultrasound imaging algorithms for breast lesions. 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. As part of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Patrick Miller is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2014. 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. The firm combines large institutional advisory operations with multiple market-facing registrations to deliver a range of advisory and brokerage services.

Karen Gonzales is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley for four years and Merrill for ten years. Gonzales is also a partner at Elevate Realty Investments, LLC, a real estate business based in Scottsdale, Arizona. 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.

Gina Jamurath is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 credential and 16 years of industry experience. Her prior roles include positions at UBS Financial Services and Wells Fargo Bank. She is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services in addition to investment advice. 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 integrates large institutional advisory operations with brokerage and investment management capabilities.

Eric Alberico is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with JPMorgan entities since 2007, including various roles within JPMorgan Securities and JPMorgan Chase Bank NA. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

William Mason is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Pruco Securities LLC. He also previously worked at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC. 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 modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jordan Arthur is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has worked previously at Fidelity and Bank of America Merrill Lynch. Outside of his advisory role, he is involved as an owner and partner in two LLCs engaged in real estate activities unrelated to his work in finance. 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.

Abraham Goldstein is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved with MetaAccess Capital, an investment platform, as an employee and contractor. 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, investment adviser, and commodity-related registrations, delivering non-discretionary advisory services supported by a centralized due-diligence process.

Carolina Sanchez Alzamora is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes six years at Banco Santander Peru S.A. and a year at Columbia Business School. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative, non-discretionary process that incorporates ESG criteria and centralized due diligence.

Austin Tipp is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience and previously worked at First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Tipp serves as an officer in the U.S. Navy Reserve. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Cesario is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work history includes roles at JPMORGAN Chase Bank, N.A., M. Holland Company, and DoorDash, as well as attending Indiana 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 recommendations.

Juan Castillo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working 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 through a combination of advisory and brokerage capabilities.

Sebastiano Grisetti 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 JPMorgan Chase Bank, N.A., and Intesa Sanpaolo. 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. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Hari Gonzalez is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. 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.

Erica Goltra is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Adaptation Financial Advisors, Cambridge Investment Research, and PlanMember Securities Corporation. 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 guide investment recommendations.

James Brown III is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2012. 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. The firm operates within a larger financial organization and offers a range of investment products and strategies through this integrated structure.