Andrea Hill is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with J.P. Morgan Securities since 2012, including a one-year period at Cresset Asset Management, LLC. She is based in Chicago, IL. 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.

Valerie Wyatt is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities since 2013. She has been affiliated with J.P. Morgan Chase Bank since 2010, enabling her to offer a broad range of banking products and services in addition to investment advisory. 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 services on a non-discretionary basis through a select group of Wealth Advisors.

Anton Glazko 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 JPMorgan Chase Bank, N.A. since 2022. Glazko’s prior experience includes positions at the University of Wisconsin and Ace Parking. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Donnell Spencer is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mekhi Barnes Adams is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Athletics, and Northwestern University. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joshua Goldman is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Outside of finance, he previously worked for 15 years at Carpet Care Inc. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Hoelscher is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously spent one year at Merrill and two years at Home Depot. 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 its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Charles Johnson is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to his current role, he has spent time with firms including Cetera and Cresset Administrative Services. Outside of finance, he is the sole owner and operator of County Blend, LLC, a fresh juice 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 applying an ESG eligibility framework in its recommendations.

Jeffrey Jalon is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also holds an employee role at JPMorgan Chase Bank, enabling him to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 multiple market-facing registrations, offering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jordan Murray is a financial advisor at J.P. Morgan Securities based in Chicago, IL, holding a Series 66 designation with three years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Bank of America, Merrill, and various realty and service companies. 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 integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Irene Olson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, RBC Wealth Management, UBS Financial Services, and Merrill. Outside of her advisory role, she manages a rental property in Chicago. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Foster Dodge is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 credential with three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Equitable Advisors and has a diverse background including roles outside finance. 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 recommendations.

Cole Seger is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Arthur J. Gallagher & Co. 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 in its recommendations.

Charlotte Weeks is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and four years of industry experience. Her work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, as well as prior experience with Walgreens and involvement with the Illinois Junior Golf Association. 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 investment approach.

Jason Mueller is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2016. Mueller serves as a board member and finance committee chair for VOCEL, a nonprofit focused on early childhood education in under-resourced communities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm integrates an ESG eligibility framework and offers a range of approved investment strategies on a non-discretionary basis.

Maritsa Rojas is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase and JPMorgan Securities since 2011. Outside of her advisory role, she works as a delivery driver for Uber Eats and participates in a local delivery service for Walmart orders. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Stephen Peterson West is a financial advisor at J.P. Morgan Securities with 19 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 NA starting in 2007. 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 and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

John Smith is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Andrew Wallace is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 65 and Series 66 designations and 18 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 strategies.

Adedoyin Obasanya is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Loop Capital Markets LLC and ThermoFisher Scientific, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, due diligence by a dedicated manager-solutions team, and an ESG eligibility framework in its investment recommendations.