Simon Maynard is a CFP® professional with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 1997 and also works at 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Turner II is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked within various branches of JPMorgan 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 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.

Zachary Konvolinka is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He previously worked at several firms, including Valeo Financial Advisors and Benefit Solutions Financial Advisors, and has experience working in non-financial roles such as at The Ohio State University and in hospitality. 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.

Eric Sitarski is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes prior roles at Chase Investment Services Corp., Banc One Securities Corporation, and Wells Fargo Advisors. Outside of finance, he works as a range safety officer at Eagle Gun Range. 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’s approach includes an ESG eligibility framework and focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Danielle Fasci is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and several firms including Sagepoint Financial and Royal Alliance Associates. Fasci is based in Columbus, Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a structured program combining quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary approach and integrates an ESG eligibility framework in its investment recommendations.

Wesley Hill is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at Morgan Stanley for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. Outside of his advisory role, he works part-time as a food delivery contractor for DoorDash. 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 capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Nathan Fuhrman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase from 2013 to 2018. 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 and fund searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Anson Sung is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining J.P. Morgan Securities in 2021. Outside of his advisory role, he has passive ownership interests in a modular construction company and an engine development firm. 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 alongside affiliated brokerage and investment management capabilities.

Stephen Jones is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, Morgan Stanley, and JPMorgan Chase Bank. His most recent experience also includes a role at Sporting Columbus. 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.

Jonathan Colby is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2015, with a brief period of unemployment between 2023 and 2024. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Charles Amadio is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Services Group Inc. Outside of his advisory role, he assists his son with a landscaping business. 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 offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Steven Wallis is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Sheets is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2017, with prior experience at Morgan Stanley and its services group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Clarissa Locke is a Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where she has worked for 10 years since 2016. 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 in its recommendations.

Thomas Morris is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with JPMorgan Securities LLC since 2014 and holds Series 63 and Series 66 licenses. 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.

Jonathan Kokinchak is a Series 66 licensed advisor at J.P. Morgan Securities with five years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bluestone Wealth Partners, and held positions at The Ohio State University and Nike Inc. prior to his current role. 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 investment recommendations.

Andrew Saggio is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Securities LLC since 2016. Outside of his advisory role, he is an independent distributor for AdvoCare International L.P., a health and wellness company. 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.

Teagan Washington is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities 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 brokerage, distribution, and investment management capabilities.

Daniel Rambo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for ten years before joining J.P. Morgan Securities. 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.

Gent Varfi is an advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at JPMorgan Chase Bank, the University of Tampa, and Crypso. He has also worked in various other sectors including law and hospitality. 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 offers non-discretionary services through a select group of Wealth Advisors and applies an ESG eligibility framework when recommending investment strategies.