Thomas Egan is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Jefferies for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Lindsey Pettis is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Samuel Srochi is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Philip Pierre Louis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James & Associates. His background also includes roles outside financial services, such as employment at Publix Super Markets and Longhorn Steakhouse. 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.

Jason Bunin is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and 66 licenses and totaling 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of his advisory role, he serves on the Board of Directors for AB Design Vision, a company specializing in interior design and visual space planning. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Chandon Glenn is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Fargo and JPMorgan Chase Bank, N.A., as well as positions outside the financial industry at Uber Technologies and Lululemon Athletica. 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. The firm applies an ESG eligibility framework in recommending strategies and generally offers non-discretionary services delivered by a select group of Wealth Advisors.

Clayton Larsen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes seven years of service in the U.S. Navy and education at the United States Naval Academy. 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.

Margaret Dooley is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and seven years of experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Jackson Healthcare and Cancer Treatment Centers of America. J.P. Morgan Securities LLC provides institutional consulting services to clients including 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, distribution, and investment management capabilities.

Jennifer Hampton is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at E*TRADE Securities, Morgan Stanley, and Fidelity Brokerage Services. Outside of financial advising, she works as an independent contractor performing market evaluations as a mystery shopper and is involved with a brand protection company. 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 non-discretionary advisory model. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Marshall Wilt is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at various firms including Accenture LLP and Insight Sourcing Group LLC, and was involved with Christie Cookie Company for four years. 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 recommendations.

Ethan Florence is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*Trade Securities. Outside of his advisory role, he is a partner and owner of Florence & Rayol LLC/Match My Mechanic, a business in the automotive technology sector. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and due diligence framework.

Harrison Evans 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 worked at several major firms, including Truist Investment Services, Wells Fargo, Merrill Lynch, and BB&T Investment Services. 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.

Mark Adams is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and jp morgan chase bank, N.a. Adams serves on the boards of the Georgia State University Foundation and the Fox Theatre, including finance and investment committees, and chairs the advisory board for Georgia State University's J. Mack Robinson College of Business. 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.

Felix Bikai is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Morgan Stanley as well as positions outside of finance including roles at Uber and Lyft. 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 a centralized due diligence process. The firm offers customized investment advice on a non-discretionary basis through a select group of advisors.

Thomas Wade is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, PNC Wealth Management, and Banyan Partners. Wade is based in Atlanta, GA. 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 recommendations.

Errol Rhoden is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he was employed at Bank of America and Merrill from 2015 to 2017, and he has served in the United States Marine Corps Reserves since 2015. Outside of his advisory role, he is the owner of Rhoden Capital Group, LLC, a holding company for his personal investments. 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. The firm’s advisory services are delivered on a non-discretionary basis, with final decision-making authority retained by clients.

Emma Tordella is a Series 66-licensed advisor with J.P. Morgan Securities in Atlanta, GA, where she has worked since 2022. She has four years of industry experience, including time at JPMorgan Chase Bank and studies at the University of North Carolina at Chapel Hill. 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.

John Sewell is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Goldman Sachs for four years and held roles at Duke University and in various positions related to the U.S. government, including The White House and the 2016 Presidential Transition Team. 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. The firm delivers non-discretionary services through a select group of Wealth Advisors within the broader J.P. Morgan organization.

Jarrett Pealer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Morgan Stanley and several other financial institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Noah Oxley is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Hive Industries, Ballast Point Ventures, and Oxley Asset Management LLC. He serves as a board member on the Financial Planning Association of Georgia NextGen and DEI committee, supporting initiatives to promote diversity, equity, and inclusion among financial planning professionals in Georgia. 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.