Whalter Ponce is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Citigroup Global Markets and Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in recommendations.

Tyler Conway is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Jesse Alfano St John is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Jesse worked at Equitable Advisors, LLC. Outside of finance, Jesse has experience in the hospitality and service industries, including roles at Dockers Waterside Marina and Restaurant and GoldCoast Valet. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.