Charles Wilkerson is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. Wilkerson holds Series 63 and Series 65 licenses. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Autumn Ballard is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2013. Outside of her advisory role, she was involved with Twisted Sisterz Flavor House LLC from 2019 to 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. The firm delivers advisory services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Deana Gwinn is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. She has 22 years of industry experience, including 14 years at J.P. Morgan Securities and ongoing roles since 1998 with JPMorgan Chase Bank and Bank One. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized products and services.