Matt Williamson is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at UBS Financial Services and Blacklight Pictures before joining J.P. Morgan, where he has been since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Matthew Stephens is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Trinity Wealth Securities and Florida Financial Advisors/Texas Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager due diligence with customized asset allocation advice, emphasizing client decision-making in a non-discretionary program.

Joseph Wallace is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Financial Life Insurance, Cedar Fair, LP, and Walt Disney World. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions to develop model asset allocations.

Zachary Gordon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wind Energy Transmission Texas, and Transwestern. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.