Derek Hull is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan entities since 2012. Hull is based in Chicago, IL. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Faviola Reyes is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her advisory role, Reyes is involved in multimedia and entertainment ventures, serving as an owner and partner of a DJ service and as an advisor and officer for a multimedia company. 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 institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jaitali Patel is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Patel worked at U.S. Bancorp Investments, Inc. and U.S. Bank. J.P. Morgan Securities LLC 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.

Mia Hessel is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A. and Robert W. Baird, as well as time spent at the University of Dayton and Milwaukee Country Club. 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.

Edwin Martinez is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at New York Life, Charles Schwab, and JPMorgan Chase Bank. 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 approach.

Ben Schulte is a Series 66-licensed financial advisor with J.P. Morgan Securities in Chicago, IL, and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at UBS and has a varied background including positions at Amazon, Dunn Lumber, and O'Dea High School. He was also affiliated with the Seattle Tennis Club. 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, distribution, and investment management capabilities.

Briggs O’toole 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, he has worked at JPMorgan Chase Bank, UPS, First Round Draft Inc, 2060 Digital, Hubbard Broadcasting, and has been affiliated with Miami University and Hyde Park Country Club. 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 their investment process.

James Oddo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, The Federal Savings Bank, and Marquette University. Outside of his advisory role, he co-owns a travel review and planning company focused on Disney-related services. 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 deliver non-discretionary advisory solutions.

John Ward is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2022. Prior to joining J.P. Morgan, he was involved in analytics and the hospitality 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Brenton Bay is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 credential. Prior to joining J.P. Morgan, he worked at Ameriprise and has held various roles across different sectors, including a position with the Columbus Blue Jackets and experience at The Ohio State University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG eligibility.

Leah Pasqualetti is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and beginning her industry career in 2025. Her prior experience includes roles at Equitable Advisors and Jpmorgan Chase Bank, N.A., as well as a position at the University of Illinois at Urbana-Champaign. Outside of financial services, she worked at Orchard Park Country Club for six years. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Natasa Zivak is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2001. 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.

Julien Stabile is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Equitable Financial Life Insurance, Amazon, and Koi Pons. 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.

Liam Jackson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Robert Beyer is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and over 36 years of industry experience. He has been with JPMorgan Securities LLC since 2007 and previously worked at Citigroup Global Markets. J.P. Morgan Securities LLC 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, delivering services through a select group of Wealth Advisors on a non-discretionary basis.

William Hancock is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Chicago, IL. His prior experience includes six years at Charles Schwab and roles at Riverbridge and Minny & Paul. J.P. Morgan Securities 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.

Grace Mc Namara is a financial advisor at J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials with one year of industry experience. Her prior roles include positions at Charles Schwab and The Council of International ED Exchange. 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.

Anthony Turjoman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Robert Kerr is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Deutsche Bank Securities. 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.

Michelle Romo Rodriguez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. Prior to joining J.P. Morgan, she was affiliated with the University of Illinois at Chicago. J.P. Morgan Securities LLC 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.