Michael Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Amir Saffari is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously worked at CitiGroup. Outside of his advisory role, he coaches Padel Tennis and Pickleball in the St. Louis area. 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.

James Alberts II is a CFP®-certified financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously spent three years at UBS. 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 process.

Matthew Mc Donald is a financial advisor with J.P. Morgan Securities in Clayton, MO. He holds the Series 65 and Series 66 designations and has nine years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked for National Planning Corporation (Cottone Wealth Management) for one year and was a student at the University of Missouri. 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 uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Dolores Fain is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019, following a 17-year tenure at UBS Financial Services. 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 integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harrison Ivie is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at Anderson Hoagland & Company and St. Louis Trust & Family Office. 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.

Emmet Smith is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked for Butcher Joseph & Co for 12 years. Outside of his advisory role, he is the sole member of AFC - Vigilant Gear, LLC. 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.

Lauren Dyer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bank, U.S. Bancorp Investments, Inc., and Wells Fargo Clearing Services LLC. Lauren is based in Clayton, MO. 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 capabilities with broker-dealer and investment adviser registrations to deliver a comprehensive range of services.

Sarah Kinney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Before joining J.P. Morgan, she served in the U.S. Navy for several years and worked at Amazon.com and Wine Com Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Pamela Capps is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at UBS Financial Services and Morgan Stanley. Since 2019, she has also been employed by JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services with a focus on asset allocation, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Edward Nix is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at Northern Trust and several organizations in the St. Louis area prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, 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 investment strategies.

Blake Emerson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with J.P. Morgan since 2010. Emerson serves as a board member for STL YouthJobs, a nonprofit providing paid work experiences and training for young people in the St. Louis area. J.P. Morgan Securities LLC delivers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, specializing in asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering a comprehensive range of investment services.

James Becker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He worked at UBS Financial Services for 35 years before joining JPMorgan in 2019. Becker manages a rental property as a side business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Merritt Mamroth is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, Mamroth worked at Sustainable Equity and has owned Triumph Financial Services since 2001, where he raises debt for clients. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, applying a quantitative asset-allocation approach combined with internal due diligence and an ESG eligibility framework.

Jared Woods is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Invictus Group and Guardian Life. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matt Duisen 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 Commerce Bank for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. 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.

John Gillis is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes over a decade at J.P. Morgan Securities Inc., as well as roles at Towle & Co. and JPMorgan Chase Bank, N.A. He is based in Clayton, Missouri. 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, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Sean Murphy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, The America Group, and Edward Jones. Outside of his advisory work, he was involved with St. Louis Blues Warrior Hockey, Inc. from 2022 to 2024. 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 large institutional advisory operations with brokerage and investment management capabilities.

Yang Zhong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. Outside of his advisory role, he works as a consultant and intellectual property analyst, conducting research related to patent eligibility and technology prior art for inventors and entrepreneurs. 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. The firm’s advisory services include asset-allocation advice, investment manager searches, and customized performance reporting, delivered on a non-discretionary basis.

Margaret Ryan is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008, and previously spent four years at Merrill. Ryan is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products alongside investment advisory 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. The firm integrates an ESG eligibility framework in its recommendations and is notable for its registrations as a security-based swap dealer and futures commission merchant.

Christopher Pearo is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has prior experience at firms including Briggs Run Capital LLC and TIAA. Outside of his advisory work, he is a partner in a family-owned farmland rental operation. 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 capabilities with broker-dealer and futures commission merchant registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Grayson Koontz 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 Securities and JPMorgan Bank in 2025, he was involved with several organizations including Lake St. Louis Community Association and Texas Christian University. As an employee of both JPMorgan Securities and JPMorgan Bank, he can offer a range of banking products alongside 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 recommendations on a non-discretionary basis supported by in-house due diligence and ESG eligibility processes.

Brandon Moritz is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at JPMorgan Chase Bank, NA since 2014 and at J.P. Morgan Securities since 2011. Moritz serves on the Board of Directors and the Finance Committee for Variety the Children's Charity, a nonprofit supporting children with disabilities in the Greater St. Louis region. 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 capabilities with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Luke Davis is a financial advisor at J.P. Morgan Securities in Clayton, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Stifel Nicolaus, Rubinbrown LLP, and Moneta Group LLC, as well as employment with local government entities and the University of Missouri. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Riley Schebler 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 and JPMorgan Chase Bank, N.A. in 2025, Schebler worked briefly at Fidelity Investments and was involved with the Ripley County Community 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services through Wealth Advisors while clients retain final decision-making authority.

Ryan Hake is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked in various roles at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Raymond James. Prior to his career in finance, he was affiliated with Truman State University. 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 investment recommendations.

Disha Amin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, First Bank, Tulane University, Charter Communications, Hacienda Restaurants, and Stratman Sports. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services operate within the broader J.P. Morgan organization and focus on recommending strategies approved through internal review processes.

Richard Lawson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel, Nicolaus & Co. Inc. and Benjamin F. Edwards & Co. 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 non-discretionary advisory program.

Matthew Rush is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes service in the U.S. Army from 2020 to 2024 and roles at Washington University in St. Louis and Capital Innovators. 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 incorporating an ESG eligibility framework in its recommendations.

Andrew Serkes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., both since 2018, and prior experience at SC Distributors, LLC. J.P. Morgan Securities LLC 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 broker-dealer and banking organization.

Mary Ryan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She previously worked at Buckingham Strategic Wealth and Morgan Stanley. 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.

John Howell III is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank 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, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rhys Costello is a financial advisor at J.P. Morgan Securities with Series 66 registration and less than one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and The Clever Concept LLC. 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 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.

Hayden Klein 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, he held positions at Edward Jones and JPMorgan Chase Bank, N.A. Outside of finance, he has worked in other fields including the National Beef Packing Company and College Works Painting. 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. The firm uses an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.