Jedidiah Adarquah Yiadom is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. His prior roles include positions at TCP Asset Management, LLC, Amway, and Uber. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with access to broader derivatives and commodities capabilities.

Douglas Rose is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior employment includes positions at LPL Financial, CUNA Mutual Group, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. 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 employs a centralized due diligence process combining quantitative and qualitative research and offers a range of derivatives and commodities capabilities.

David Ausmus is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Nationwide Investment Advisors. He is currently based in Columbus, OH. 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 screening and qualitative research and includes access to derivatives and commodities capabilities.

Alex Valentine is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2022. Prior to this, he held positions at Carpenter & Associates and various other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team.

Tessa Hanners is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials. She joined the firm in 2025 and previously worked at JPMorgan Chase Bank, N.A. for 12 years. 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. The firm’s advisory process combines quantitative and qualitative research with a range of investment strategies, including an ESG eligibility framework.

Aaron Axelrod is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior experience includes positions at Nationwide and The Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Michael Lutz is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses with 13 years of industry experience. His background includes roles at Macy's, Bru Burger Bar, and multiple banking and mortgage institutions. 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. Their advisory approach combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

James Lopez is a Series 66-registered financial advisor with 12 years of industry experience. He has worked at Morgan Stanley from 2011 to 2023 before joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

Andrew Buck is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of his advisory role, Buck serves as head coach for two club sports teams with Legend SC LLC. 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 within a non-discretionary advisory program.

Max Thompson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and PNC Wealth Management prior to joining J.P. Morgan. Thompson is based in Columbus, Ohio. 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 screens and qualitative research to build model asset allocations, incorporating ESG considerations and broader derivatives and commodities capabilities.

Craig Jefferis is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent 13 years at T. Rowe Price Advisory Services. His career also includes a brief period at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Mayur Shah is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Prudential Advisor and Pruco Securities for ten years, and Ameriprise for one year. Shah is also a partner in an investment club, Mukharvind Investment LLC, where members collectively study and vote on stock investment decisions. 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 supports its advisory process with centralized due diligence and offers a range of strategies that may include ESG considerations.

Alexander Dunnavant is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Donald Harper Sr. is a Series 66 licensed financial advisor at J.P. Morgan Securities in Columbus, OH, with 13 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Bank, Fidelity Tactical Group, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and may incorporate ESG criteria, supporting clients with centralized due diligence and a range of portfolio services.

Spencer Spillman is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Triple Crown Wealth Management and LPL Financial. Outside of his advisory role, he has worked as a contractor and as a delivery driver for DoorDash. 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 combines quantitative screening and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Jesse Harlow is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Penn Mutual Life Insurance, and 21st Century Financial. Outside of his advisory role, he occasionally participates in marketing focus groups for product development through Murray Hill Marketing. 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 program supported by centralized due diligence and a combination of quantitative and qualitative research.

Tammy Tanner is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her work history includes roles at Morgan Stanley, Northwestern Mutual, and Rivertree Wealth. J.P. Morgan Securities offers institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Brutcher is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Truco, Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Greg Scharlott is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Nationwide Investment Advisors LLC, Nationwide Investment Services Corporation, and J.P. Morgan Asset Management. He is based in Columbus, Ohio. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Frenlly De La Cruz is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 63 designation and seven years of industry experience. His work history includes multiple roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015, as well as a two-year period at Morgan Stanley and one year at Mi Tradicion. 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 develop model asset allocations, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.