Jeff Mende is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2011. Prior to his current role, he has also worked with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with client decision-making authority retained.

Meghan Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. She previously worked for Bank of America/Merrill Lynch for ten years. Outside of her advisory role, she owns a habit tracking application through Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, an Airbnb rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies.

Juan Gaytan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Edward Jones and JPMorgan Chase Bank, N.A. Gaytan is also a co-owner of Gaytan Enterprise LLC, an entity created with his wife intended for operating a beauty salon, though it is currently inactive. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.