Piper Sonen is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Piper worked at UBS Financial Services and has diverse experience including roles outside finance. 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 investment recommendations.

Robert Denoo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corporation, J.P. Morgan Securities Inc., and Banc One Securities Corporation. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jay Koh is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and six years of industry experience. His prior employment includes roles at Goldman Sachs & Co. LLC, The Ayco Company, L.P./Mercer Allied, and JPMorgan Chase Bank, N.A. Outside of his advisory work, he has been involved as a contractor with Collectively, Inc., a social media company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Patrick Schuler is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2020, as well as prior positions at Lyft, Air Specialists Worldwide, Fridge and Pantry, Kraft Heinz Company, Miami University, and Panera Bread Company. 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 delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within the broader J.P. Morgan organization.

Samantha Mansour is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Prior to her current role, she was involved with DSM Auto Transport Company and Kidz Can Cook. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, operating on a non-discretionary basis where clients retain final decision-making authority.

Karen Comer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2019, following prior roles with New York Life and affiliated firms. Outside of her advisory work, she conducts wine tastings as a hobby to market wine to friends and family. 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.

Griselda Flores Mora is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank NA since 2007. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Eric Kofahl is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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.

Kathryn Konrad is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2009, alongside a broader tenure with JPMorgan Chase Bank, N.A. beginning in 2005. 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 employs an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Gail Grove is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Northern Trust Bank and its affiliated securities firm for 25 years prior to joining J.P. Morgan in 2021. 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 in its recommendations and operates within a broader broker-dealer and banking organization.

Elaina Hull is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2023. Outside of her financial career, she has experience providing tutoring services. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Steven Hoffmann is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup and JPMorgan Chase Bank, N.A. His current role at J.P. Morgan Securities began in 2022. 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.

Alyssa Schenker is a financial advisor at J.P. Morgan Securities in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2019. Outside of her advisory role, she participates in the Children's Research Fund Junior Board event planning team. 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 in its investment process.

Charles Schenk is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Baynes Investment Counsel LLC and held various roles outside the financial industry. His background also includes positions in university social media and small business operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lauren Stein is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked with JPMorgan entities continuously since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.

Allan Joubert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, which enables him to offer certain deposit and credit products. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization, offering a range of investment products and services.

Samantha Gotti is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Bank of America and Tulane University. 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 recommendations.

Michael Kearney is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

David Winikates is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has worked at JPMorgan Chase Bank, N.A. since 2008. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Mitchell Doppelt is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and JPMorgan Securities LLC since 2018 and was previously affiliated with the University of Michigan. 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 employing an ESG eligibility framework in its recommendations.