Rachel Stern is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Scott Lorraine is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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.

Brian Ford is a financial advisor at J.P. Morgan Securities in Chicago, Illinois, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Fifth Third Bank and running Brian Ford Education LLC, an educational venture. He has additional work experience with Roto Rooter of Lee Co Inc and Gangneung-Wonju National University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice and performance reporting. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Priya Anna Fagan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. Outside of her advisory role, she serves as Treasurer and board member for the Park West Cooperative Nursery School, where she provides financial oversight and advice. J.P. Morgan Securities LLC offers 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 guide its recommendations.

Ruben Arce is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Prior to his current role, he worked at UberX from 2014 to 2017. 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 delivers its advisory services on a non-discretionary basis and combines large institutional advisory operations with brokerage and investment management capabilities.

Laura Human is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, J.P. Morgan Securities, and JPMorgan Chase Bank. She is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products alongside advisory services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a blend of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Brad Nassar is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities LLC since 2022. Outside of his advisory role, Nassar is the owner and partner of Stone Oak LLC, a private LLC focused on real estate investments. 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 recommendations.

Cristal Liceaga is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Chase Bank and its affiliated entities since 2013, with a brief tenure at Home Depot in 2018. J.P. Morgan Securities LLC provides institutional consulting services to entities such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Alexander Ramler is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and five years of industry experience. His prior roles include positions at BNY Mellon and Franklin Templeton Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Morris is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Oklahoma State University, PricewaterhouseCoopers, The Boeing Company, American Bank and Trust Company, Morgan Stanley, and Southern Agriculture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Bradley Sznajder is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan entities since 2019, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates ESG criteria when recommending investment strategies.

Harman Mangat is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Chicago, IL. His work history includes roles at Twilight Reverie LLC, Eternal Productions, LLC, and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 66 licenses in addition to his CFP® designation. 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 large network of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Kenya Jackson is a Series 66-licensed advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 in Chicago, IL. J.P. Morgan Securities provides investment consulting and advisory services mainly 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 recommending investment strategies.

Sandra Rosenstein is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding the CFP® designation along with Series 65 and Series 66 licenses. She has 23 years of industry experience, including roles at Banc One Securities Corporation and multiple entities within JPMorgan Chase since 2006. 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 recommendations.

Mark Gentile is a financial advisor at J.P. Morgan Securities with six years of industry experience. His career includes roles at Goldman Sachs, Fidelity Investments, and JPMorgan Chase Bank. Prior to his financial services career, he worked in the restaurant industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Jason Weese is a financial advisor at J.P. Morgan Securities with a Series 66 designation and five years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. 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.

Benjamin Rosenthal is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank since 1994. Based in Chicago, IL, Rosenthal focuses on institutional consulting services. J.P. Morgan Securities LLC provides asset allocation advice, investment manager searches, and customized performance reporting to institutional clients such as corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Daniel Kohnen is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2009 and has been with JPMorgan Chase Bank, NA since 2006. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Michael Raleigh is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. 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 to its recommendations.

Andrew Brown is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a wide range of investment products.