Roberto Vasquez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2008. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis supported by a centralized due-diligence framework.

Hernan Diaz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services including asset allocation advice, investment manager searches, and customized performance reporting to corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering advisory services alongside affiliated brokerage and investment management capabilities.

Tito Gutierrez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2010. J.P. Morgan Securities 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 an ESG eligibility framework.