Cuong Le Huynh is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Fidelity Investments and Bank of America N.A. Outside of finance, he works part-time as a nail technician at a salon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process features centralized due diligence combining quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice and customized performance reporting.

Cameron Smiley is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation. He has less than one year of industry experience and previously worked at Crosscountry Mortgage and FedEx. 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 searches, and customized performance reporting within a non-discretionary advisory program.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan entities since 2017, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Huang also worked at Cross Thread Solutions LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Irene Bryant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for twelve years. Outside of her advisory role, she owns ICCUSTOMS, LLC, a custom crystal business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model portfolios and incorporates ESG frameworks, with implementation support from affiliated investment-management entities.

Verlin Williams III is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and Bob Caldwell Cjdr. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within its investment strategy.

Lukas Rakowsky is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Modern Woodmen of America and North Steppe Realty. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Theodore Wharton is a financial advisor at J.P. Morgan Securities with five 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, N.A. since 2021. Prior to this, he held positions at Marcs and Ohio University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Amanda Maggard is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Morgan Stanley for six years and joined J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to support written asset allocation advice, investment manager searches, and customized performance reporting.

Drew Mussman is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Prudential Insurance Company of America and has involvement in several small business ventures, including multiple pizzerias. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Terry Webb is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Outside of his advisory role, Webb is involved in property management and owns multiple rental real estate properties in the Columbus area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Mohammad Mohammad is a financial advisor at J.P. Morgan Securities with a Series 65 credential and less than one year of industry experience. His prior work experience includes roles at Keybanc Capital Markets, S&P Global Market Intelligence, and several other companies across various industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and proprietary research.

Rejoice Bonnie is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase Bank from 2010 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.

William Heffner is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Midway Venture Partners LLC, Hillsdale College, and Kj Management Group, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Christina Shellenbarger is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank NA from 2009 to 2023. Outside of her advisory role, she consults on a family-owned landscaping business focused on lawn and property care. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a range of Eligible Strategies, including ESG considerations, supported by affiliates for implementation and portfolio services.

Kate Driscoll is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Central Ohio Primary Care, and The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Ethan Frisch is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and two years of industry experience. His background includes positions at JPMorgan Chase Bank, Morgan Stanley, and service in the United States Marine Corps for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG considerations in its recommendations.

Mark Young is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior work includes positions at Merrill and Fifth Third Securities. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Fredricka Agyekum is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Merrill Lynch/Bank of America and has a diverse background including roles in health education and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of investment strategies.

Monica Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Ultimus Fund Solutions, Exel, and DHL Supply Chain. 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 a non-discretionary approach supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniel Sarratt is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.