Jonathan Schwartz is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bluebird Pearson LLC for nine years before joining J.P. Morgan in 2023. 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.

Krystle Conger is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at McQuade Financial Group LLC and Northwestern Mutual Investment Management. She is currently based in Chicago, IL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Gideon Steigelmann is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Bank of America for six years and has held positions at several other firms and companies. 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 due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jonathan Sereda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo N.A. and Wells Fargo Clearing for seven years before joining J.P. Morgan in 2022. Based in Chicago, IL, he serves institutional clients through his current firm. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Russell Slack is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and previously at JPMorgan Chase Bank NA from 2011 to 2019. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kenneth Brown is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 brokerage and investment management capabilities.

Annie Lam is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Mass Mutual Investors Services, MassMutual Life Insurance Co, MSI Financial Services, and MetLife Securities. 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 an ESG eligibility framework to support client decisions.

Bryson Randall is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation. He joined the firm in 2026 and previously worked at JPMorgan Chase Bank, N.A. Randall served in the United States Army from 2017 to 2024 and attended the University of Chicago Booth School of Business from 2024 to 2026. J.P. Morgan Securities LLC 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 in its investment recommendations and offers services on a non-discretionary basis.

Daniel Crooks is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan entities since 2018, including Peterson, Johnson, & Murray prior to that. 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 customized investment solutions.

Pablo Ibarra is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase and its affiliates since 2017. Prior to joining the firm, he worked at Wynndalco Enterprises and Menards. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Zachary George is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2024, following his studies at The Ohio State University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Valerie Alarcon is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work experience includes roles at Equitable Advisors and Loyola University Chicago. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary approach.

Joshua Rosario is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Outside of his advisory role, he is involved in real estate as the owner and landlord of rental properties. 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.

Jacqueline Adams is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 registrations and with 31 years of industry experience. She has been with J.P. Morgan Securities since 2008 and is also an employee of Jpmorgan Chase Bank, N.A. since 2010, enabling her to offer certain bank products and services alongside investment advisory. 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 when recommending investment strategies.

Amy Hauke is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Ares Wealth Management Solutions, and BMO Harris Private Bank. Hauke is also employed by JPMorgan Chase Bank, where she offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joseph Sterner is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at New York Life, Merrill, and Bank of America. Outside of finance, he has experience working with Hassle Free Marine LLC and has been involved with local government in the Town of Gibraltar. 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 incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Abraham Zavala is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held positions at Transamerica Financial Advisors, World Financial Group, and Waddell & Reed. Outside of finance, he was employed at Red Lobster for six years. J.P. Morgan Securities 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 offers its services through a select group of Wealth Advisors on a non-discretionary basis.

Ellie Bednarz is a financial advisor at J.P. Morgan Securities in Chicago, IL, with two years of industry experience. She holds a Series 66 credential and previously worked at Goldman Sachs Asset Management and JPMorgan Chase Bank. Bednarz also has experience outside finance, including a role at Vineyard Vines and operating a frozen yogurt 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. The firm operates within a broader financial organization and offers specialized services including asset allocation advice and customized performance reporting.

Kelly Anderson 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, Anderson worked briefly at Guggenheim Investments and has a background that includes time at Indiana University and experience in the restaurant industry. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Allan Pecka is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held positions at J.P. Morgan Securities LLC since 2013 and previously worked at J.P. Morgan Chase Bank NA. He holds Series 63 and Series 66 designations and is based in Chicago, IL. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.