Peter Wielocha is a Series 66-licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Wells Fargo Clearing and Credit Suisse Securities. 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.

Matthew Wloch is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has held roles at JPMorgan Chase & Co. since 2016 and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2018. He holds Series 63 and Series 65 licenses. 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.

Iain Hollyhoke is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. He has worked within various J.P. Morgan entities since 2007, including JPMorgan Chase Bank and J.P. Morgan Securities. 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 to guide its recommendations.

Heidi Henderson is a financial advisor at J.P. Morgan Securities in Chicago, IL, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, Wells Fargo Clearing Services, and various divisions within J.P. Morgan since 2016. 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.

John Stoll is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63, Series 65, and Series 66 designations. He has 20 years of industry experience, including roles at UBS Financial Services and a tenure at JPMORGAN Chase bank and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Frederick Gram III is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. J.P. Morgan Securities LLC 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ryan Frazier is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Chicago, IL. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Shaakira Mason is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of her advisory role, Mason is the owner of I AM U, Inc, a faith-based business focused on mentoring and motivating individuals. 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 team of Wealth Advisors.

Malika Coleman is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs, Merrill, Bank of America, and Towers Watson Delaware. Prior to her financial career, she was employed at University of Iowa Hospitals & Clinics and University of Iowa. 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 investment recommendations.

Chase Count is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Northwestern Mutual and JPMorgan Chase Bank, N.A. Outside of finance, he has worked at the Indianapolis Motor Speedway. 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 an ESG eligibility framework.

Jerome Jones is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 credential and has worked at firms including Fidelity Investments and Morgan Stanley. Outside of his advisory role, Jones serves as a director for Go Fish NFP, a nonprofit focused on expanding partnership networks. 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.

Nirmal Patel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has prior experience with Wells Fargo and Indiana University. Outside of his advisory role, he is involved in real estate through ownership and partnership positions in RNPeak Properties LLC and RNPeak Homes LLC, where he participates in acquisition, management, and communication activities. 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 through a select group of Wealth Advisors.

Krystle Pierce is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank since 2008 in various roles. Pierce is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services alongside her advisory activities. 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 delivers these services through a select group of Wealth Advisors and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tara Bertelsman is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank in various roles since 2008. J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis with an in-house manager solutions team and centralized due-diligence framework.

Jade Labak is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has held several roles within J.P. Morgan and its affiliates since 2019, including positions at JPMORGAN Chase Bank, N.A. Prior to her finance career, she worked in various capacities at Villanova University and other organizations. J.P. Morgan Securities LLC provides institutional consulting services to 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.

Eric Bergson is a CFA® charterholder and securities professional with 18 years of industry experience, currently serving with J.P. Morgan Securities in Chicago, IL. He has been with JPMorgan Securities LLC since 2010 and JPMorgan Chase Bank NA since 2016. In addition to his advisory role, Bergson serves on the investment committee of Anshe Emet Synagogue, overseeing its mutual fund portfolio. 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 to guide investment recommendations.

Brady Le Monds is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Robert W Baird & Co. prior to his current role. In addition to his advisory work, he was involved with the Wisconsin Junior PGA in 2019. 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.

Stephen Pendleton is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities in Chicago, where he has worked since 2018, following roles at Wells Fargo Clearing Services and William Blair & 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 in its approach.

Brant Yeager is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. Yeager holds Series 63 and Series 66 designations. 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.

Jenifer Nunez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior experience at JP Morgan Chase & Co. and Ceiba. Outside of her financial career, she has been involved with the Penn Law Gittis Legal Clinic and the Lloyd A Fry Foundation. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.