Jacob Sessions is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following earlier roles at Chase Investment Services Corp. and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Gary Phillips is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with J.P. Morgan Securities in Chandler, AZ, where he has worked since 2020. His prior experience includes roles at Bank of America, Merrill, Fidelity, and CUNA Brokerage Services. 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 employs a centralized due diligence process combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Christien Bryant is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Vanguard and Bank of America. His background also includes roles outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.