John Caulfield is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan-related firms since 1993. Caulfield has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Jeremy Ryan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at JPMorgan Chase Bank and Hussar Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with an advisory process supported by centralized due diligence and a combination of quantitative and qualitative research.

Elmer Velador is a financial advisor at J.P. Morgan Securities in Chicago, IL, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation and certain portfolio services offered through affiliated investment management entities.