Stephanie Strucel is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009, with a brief tenure at Morgan Stanley in 2022. She is employed by both JPMorgan Securities and JPMorgan Bank, which allows her to offer certain banking products and services in addition to investment advisory services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary advisory programs supported by a centralized due diligence framework.

Jenny Hoang is a financial advisor at J.P. Morgan Securities with a Series 66 license and one year of industry experience. Her prior work experience includes positions at Goldman Sachs, PricewaterhouseCoopers, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Elizabeth Martinson is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at J.P. Morgan Chase Bank and The Mather Group, with academic experience at Michigan State University. 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 centralized due diligence, and incorporates an ESG eligibility framework in its investment recommendations.

Alex Guttosch is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 additional market-facing registrations and functions, delivering recommendations through a non-discretionary program.

Nicole Anderson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has worked at Morgan Stanley for seven years and has been with JPMorgan Chase Bank and J.P. Morgan Securities LLC since 2023. Anderson holds Series 63 and Series 65 licenses. In addition to her advisory role, she is also an employee of JPMorgan Bank, which enables her to offer a range of bank products including deposit and credit services. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Richard Kraker is a CFP® with five years of experience at J.P. Morgan Securities and JPMorgan Chase Bank, following 13 years at BMO Harris Bank. He serves as a board member and treasurer for FARMZERO, a nonprofit focused on education in urban agriculture, clean energy, and sustainability. 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.

Elizabeth Kolshak is a financial advisor at J.P. Morgan Securities with four years of industry experience. She previously worked at Brown Brothers Harriman for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. She holds Series 63 and Series 66 credentials. 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.

Jonathon Nelson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior work experience includes roles at GNC and Massey's Professional Outfitters. 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 in its investment recommendations.

Safar Soltani is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Bank of America and Merrill from 2016 to 2018. He holds the Series 66 designation and is based in Chicago, IL. 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 advisory services on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Nathan Paulson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A., Citigroup, and Fifth Third Bank and Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, manager searches, and customized performance reporting using a quantitative and ESG-integrated approach.

Ian Hayes is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2018. His previous roles include positions in banking and real estate services, as well as work at The Ohio State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Linda Vigneri is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, following prior work at JPMorgan Chase Bank NA. 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 an ESG eligibility framework when recommending investment strategies.

Fazal Khan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2002. Based in Chicago, IL, he serves institutional clients through his role at the firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with affiliated brokerage and investment management functions, delivering non-discretionary programs supported by an in-house manager solutions team and centralized due diligence.

John Mc Gann is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and Bank of America prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. Before entering finance, he was involved with Beverly Woods Restaurant/Bowler McGann Group for ten 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Shawn Joseph is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2019, as well as other positions in the remodeling and hospitality industries. He serves on the board of directors for Beyond Hunger, a nonprofit organization. J.P. Morgan Securities LLC provides 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 offers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Kendall Brown is a financial advisor at J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 designations. Brown has experience at several firms including Charles Schwab, The Vanguard, and Michael Burgoon. Outside of finance, Brown has worked in industries such as marketing, healthcare, and hospitality. 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.

Femi Adeagbo is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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.

Edward Caveney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2003. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis.

Gabrielle Wiarda 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, N.A. and CIBC, among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Meriam Putrus is a Series 66 licensed financial advisor with nine years of industry experience. She has been with J.P. Morgan Securities since 2016, including her current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 strategies.