Adriana Serna is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. Her prior roles include positions at Merrill, UBS Financial Services, and Morgan Stanley. She is also a partner in online real estate crowdfunding platforms Fundrise and Arrived Homes. 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.

Kirsten Anderson is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2016. Prior to this, she worked at JPMorgan Chase Bank, N.A. starting in 2015. 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 incorporates an ESG eligibility framework in its investment recommendations.

Shane Weston is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and four years of industry experience. His prior roles include work at Herbert Financial Group and various positions outside the financial sector. 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.

Jennifer Maris 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 JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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 affiliated brokerage and investment management capabilities.

Brian Drexel is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior roles at Banc One Securities Corporation and JPMorgan Chase Bank, N.A. He 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 centralized due diligence and an ESG eligibility framework to support its recommendations.

Rachel Perry is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., the Ohio Department of Insurance, and Private Vista LLC. 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 in its recommendations.

Peter Lazor is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 license and 15 years of industry experience. He has worked at Merrill and JPMorgan Chase Bank, N.A. Prior to his current role, he invested in Koios Medical, a company specializing in ultrasound imaging algorithms for breast lesions. 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. As part of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Patrick Miller is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2014. 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 multiple market-facing registrations to deliver a range of advisory and brokerage services.

David Cesario is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work history includes roles at JPMORGAN Chase Bank, N.A., M. Holland Company, and DoorDash, as well as attending Indiana 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 recommendations.

Clara Lynch is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Prior to joining the firm, she gained experience in commercial real estate and completed her studies at Southern Methodist University. 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 modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Kelly Epstein is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She has been with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. since 2010. Epstein serves on the boards of the Conway Farms Golf Club and the Western Golf Association/Evans Scholarship Foundation. 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.

Frank Tiberia is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and TradeStation Securities. 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 institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Stephanie Schwall is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. 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.

Kawthar Rabie is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following six years at Bank of America and Merrill. 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, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kaitlyn Sullivan is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked in various roles including at Aldi USA and Angelo Caputo's Fresh Markets, as well as attending Marquette University. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Lauren Williams is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, following three years at OptionsHouse/ETRADE. Based in Chicago, IL, she provides advisory services within a large institutional firm. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Ebenezer Noonoo is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He previously worked at Merrill and Bank of America in various roles. Outside of his advisory career, Noonoo serves as an assistant men's basketball coach at the Illinois Institute of Technology, focusing on recruiting and game preparation. 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.

Jacob Fox is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Deutsche Bank and Northern Trust, where he worked for 15 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 through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Christopher Lankheet is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 to its recommendations.

John Kane is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. He holds Series 63 and Series 65 licenses 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.