Daniel Ausman is a financial advisor with J.P. Morgan Securities in Chicago, Illinois, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at various J.P. Morgan affiliates since 2017. 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.

James Arnold is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity and Mass Mutual Investors Services. Arnold previously operated Arnold Global Solutions LLC from 2023 to 2025. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Austin Risner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Duke University, and Milestone Financial. 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.

Therese Slusher is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008, also working concurrently with Jpmorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she is a silent partner in an event space and wedding venue business and is the author of a fiction novel. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Jessica Daczo is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC and Goldman Sachs. 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.

Robert Sierens is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and RBC Capital Markets. He is currently based in Chicago, IL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Tyler Horvitz is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various firms including JPMorgan Chase Bank and First Bank of Highland Park. 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.

Kelly Spengler is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2012. In addition to her advisory role, Spengler teaches an undergraduate class at DePaul University as part of their developing wealth management program. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Janine Giordano is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2016, including seven years at JPMorgan Chase bank NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes non-discretionary advisory relationships and applies an ESG eligibility framework in its investment recommendations.

Jason Perlman is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2000. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Susan Richards Dresback is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously employed at T. Rowe Price Investment Services from 2016 to 2018. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kimberly Nute Jones is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Goldman Sachs. Outside of her advisory role, Jones serves on the national board of the National Coalition of 100 Black Women Chicago Metropolitan Chapter and is a board member of the Family Christian Health Center. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Michael Santino is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Edward Jones, Invesco, and several other financial and non-financial firms. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Louis Bartuzik 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 firms including PRUCO Securities, Cetera, and Elite Recruiting and Consulting. Outside of his advisory role, he works as a contractor for Doordash and participates in the car rental platform Turo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Rachel Kelly is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked at various J.P. Morgan entities since 2017. Prior to her financial career, she was affiliated with the University of Wisconsin, Madison and Fresh Madison Market. 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. The firm offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kenneth Scott is a CFP® professional with 23 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Chicago, IL. He has been with J.P. Morgan Securities since 2012 and has over two decades of experience at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC 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.

Aiden Simoes is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with approximately one year of experience. His prior roles include positions at Bml Wealth Management, Western Alliance Bank, and Terrawise. Outside of finance, he worked at Mastro's Ocean Club for three years. 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 when recommending investment strategies.

Jackson Hodge is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes positions at JPMorgan Chase Bank, N.A., Morgan Stanley, and PNC Bank. Prior to entering financial services, he worked in construction and studied at Indiana University Bloomington. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework in its recommendations.

Malgorzata Barnas Majkrzak is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC 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.

Megan Justice is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Fidelity Investments before joining her current firm. 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.