Joseph Eiswert III is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. He has one year of industry experience and has held roles at several firms including JPMORGAN Chase Bank, N.A., Reliant Logistics LLC, and Texas Financial Advisors. Outside of his advisory work, he has managed his own business, Joseph Eiswert - Self Employed, for eight years. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Leonard Segal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020, following six years at Raymond James & Associates. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Bazaldua is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with a brief period of self-employment from 2019 to 2020. 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 approach.

Zachary Hutzler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Investments for six years and has experience at both JPMorgan Chase Bank, N.A. and 1st Community Credit Union. 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 when recommending strategies. The firm operates within the larger J.P. Morgan organization and offers a diverse range of investment products and services.