Rene Galvan is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at William Blair and Northern Trust. 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.

Benjamin Barry is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Fidelity and DemandDrive LLC, and has experience in both brokerage and banking roles. 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.

Jamie Vallejo is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Jamie worked at Equitable and has held positions at Uber Technologies, Inc. Outside of advising, Jamie is involved with My Greatest Love, LLC, an entrepreneurial venture. 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 applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Enrichamel Banas is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining J.P. Morgan, Banas worked at Bank of America and Merrill from 2020 to 2024, and at E*Trade Securities from 2015 to 2019. 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 through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lars Greiner is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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.

Chris Chang is a financial advisor at J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and Citadel Federal Credit Union. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework to provide non-discretionary investment advice.

Tyler Olston is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with one year of industry experience. His background includes roles at Northern Trust Company, the Federal Home Loan Bank of Chicago, and Indiana University’s Athletic Department. 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.

Bryan Schneider is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Lenox Advisors and SGH Wealth Management, as well as work outside the financial sector with University of Michigan Men's Basketball and Lifetime Fitness. 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, along with an ESG eligibility framework in its investment recommendations.

Renato Tosoc is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following prior work at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients 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.

Jeffrey Pearson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab & Co., Inc. and BMO Harris Bank/The Salem Group. Outside of finance, he works as a model with One Management/CGM Models. 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 their investment recommendations.

Julie De Witt is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. 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 their investment recommendations.

Olivia Nam is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked with the NBA Bulls Organization and JPMorgan Chase & Co. Outside of her advisory role, she works part-time as a yoga instructor. 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 guide its recommendations.

Parker Bass is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and JPMorgan Chase Bank, N.A. 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 recommendations.

Colin King is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior roles include working at Winchester Wealth Advisors and JPMorgan Chase Bank, N.A. He has also been employed outside the financial industry and has a background connected to the University of Illinois Urbana-Champaign. 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.

Connor Pastoor is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, JAG Capital Management LLC, Cody Sales Inc, Whittier Trust Company, and Georgina Asset Management LLC. Pastoor holds Series 63 and Series 65 designations and is based in Chicago, IL. 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 due diligence and an ESG eligibility framework to recommend strategies through its Institutional Consulting Services program.

Nathan Singer is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with various JP Morgan entities since 2007, with a brief career gap from 2018 to 2020. 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 strategies, offering services on a non-discretionary basis.

Johnathan Hirsh is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Deutsche Bank Securities Inc, Merrill, and Bank of America. Outside of his advisory role, Hirsh is a passive investor in several businesses, including Leaf Trade and various technology and logistics companies. 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 through a non-discretionary program supported by a centralized due-diligence framework.

Alexa Bunder 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 previously worked at Fidelity and Nestle USA. Outside of her advisory role, she has experience in the food service industry through her involvement with Augie's Pizza and Ribs. 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 incorporating an ESG eligibility framework in its investment recommendations.

Rhea Abraham is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with one year of industry experience. Her prior work history includes positions at JPMORGAN Chase Bank, N.A., The Boeing Company, and Underwriters' Laboratories Solutions. 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 team of Wealth Advisors. The firm combines institutional advisory with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage and investment management capabilities.

John Brennan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior work experience includes a decade at Goldman Sachs and three years at NVest Inc. 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 operates within a broad financial organization, offering a range of products and services on a non-discretionary basis.