Jeffrey Diefenthaler is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with JPMorgan Chase Bank, NA since 2016 and with J.P. Morgan 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a broad range of services.

Elyssa Kozak is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. 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. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

Adriana Henriquez is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her work history includes roles at Credit Suisse and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering tailored asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Adam Brunner is a financial advisor with J.P. Morgan Securities in Birmingham, Michigan, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014. Outside of his advisory role, he serves on the investment committee of Dollars For Scholars, an organization that supports local students through scholarships and academic assistance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jason Tinsley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2010 and affiliated with JPMorgan Chase Bank since 2005. Outside of his advisory role, he serves as a trustee for the Detroit Children’s Fund and participates on finance committees for both the Detroit Athletic Club and the University of Detroit Jesuit High School and Academy. He is also a board member and treasurer for the Detroit Guardsmen travel club. 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 these services through a select group of Wealth Advisors and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Jason Alessi 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 JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021. Prior to that, he was with The Martec Group and Merrill Lynch, and he attended Yale University from 2014 to 2018. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Darin Tavadia is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2025. 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 where clients retain final decision-making authority.

Ryan Daar is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Goldman Sachs, Pegasus Capital Advisors, and the University of Chicago Booth School of Business. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a process that incorporates quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Jason Keele is a CFP® with 25 years of experience in the financial industry, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2020. His prior experience includes roles at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Outside of his advisory work, he is the owner of Keele Ventures California, LLC, an investment holding company with interests in an addiction treatment center. 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.

Jared Rhein is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He has worked previously at UBS, Macatawa Bank, and J.P. Morgan Chase Bank, N.A. Jared attended Michigan State University from 2021 to 2025. J.P. Morgan Securities LLC 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 while combining institutional advisory operations with broker-dealer and investment adviser registrations.

Erik Merchant is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011. Outside of his advisory role, he serves on the board of the nonprofit Greening of Detroit, where he is a member of the Finance Committee and Treasurer. 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 capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Michelle Grimes is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds the Series 66 designation and previously worked for Merrill Lynch, Pierce Fenner & Smith Incorporated for 11 years. 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, distribution, and investment management capabilities.

Scott Schramm is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, Jefferies LLC, and P&M Corporate Finance. 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 uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.