Jose Del Cid Pineda is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities, Bank of America, Merrill, and JPMorgan Chase Bank. 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 operates with a non-discretionary program and combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Marguerite O'Brien is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BMO Financial Group for sixteen years. O'Brien is based in Chicago, IL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and delivers services on a non-discretionary basis through a select group of wealth advisors.

Brian McCarthy is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016, with additional experience at AssetMark and JPMorgan Chase Bank, N.A. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services. 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 applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers access to a range of products through its distinctive registrations and affiliations.

Edgar Silva Cepeda is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at PricewaterhouseCoopers LLP and the University of Illinois at Urbana-Champaign. Outside of finance, he is the sole owner of Martini Banquet Hall LLC, an event hosting business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Anthony Becker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan entities since 2018, following four years at Argentiere Capital. 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 operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Nicolette Johnstone is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and having eight years of industry experience. Her prior work includes roles at Northwestern Mutual and JPMorgan Chase Bank. Since 2022, she has been employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products alongside advisory services. J.P. Morgan Securities provides investment consulting primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework when recommending strategies. Services are non-discretionary, with clients retaining final decision authority.

Katarzyna Gorzko is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she held positions at JPMorgan Chase Bank and Edward Jones. She completed her education at the University of Notre Dame. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework when recommending investment strategies and delivers services on a non-discretionary basis.

Jacob Nusinow is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Company, Equitable Advisors, AXA Advisors, and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager 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.

Christopher Nowicki is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Baker Tilly US, LLP and was involved with Pesek Inc., an entity described as an "evil Czech Brewery & Public House." 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 in its investment approach.

Analisa Rogers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has held roles at J.P. Morgan Securities since 2018 and worked at Capital One from 2014 to 2018. Rogers holds a Series 66 designation and is based in Chicago, IL. J.P. Morgan Securities 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 offers non-discretionary services delivered by select Wealth Advisors and focuses on recommended funds and strategies that have undergone an internal review process.

Simon Kinet is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has been employed with JPMorgan Securities and JPMorgan Chase Bank since 2016. 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 applying an ESG eligibility framework in its recommendations.

Evan Straka is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at J.P. Morgan Chase and various positions outside the financial industry. J.P. Morgan Securities 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 to support non-discretionary client decision-making.

Monty Ellis is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Chicago, IL, with 20 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and concurrently at JPMorgan Chase Bank until 2025. Outside of his advisory role, he works as a driver for Uber Technologies Inc. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jarrett Baade is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Guaranteed Rate, and involvement in political campaigns. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Ana Pinel is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, she worked at Merrill from 2022 to 2024 and was involved in a pizza business from 2019 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

John Golliday is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously held positions at Ameriprise and Fifth Third Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and operates within a broader broker-dealer and banking organization.

Newlin Wollaston is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also been affiliated with JPMorgan Chase Bank, N.A. since 2011. Outside of his financial career, he is involved with Mt. Carmel Children of God Baptist Church. 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 operations with multiple market-facing registrations, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Jon Tien is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2000. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Heather Deacon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a licensed esthetician and operates as an independent service provider offering skin care services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Eric Choi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, he worked at the Law Offices of Peter A Kim for eight years. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to investment advisory. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, offering recommendations on a non-discretionary basis.