Jedidiah Adarquah Yiadom is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. since 2021 and has prior experience at TCP Asset Management, Securities America Inc, Amway, and Uber. 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. The firm offers non-discretionary advisory services delivered by select Wealth Advisors within the broader J.P. Morgan organization.

Asaduz Niloy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and concurrently at J.P. Morgan Chase Bank since 2020. Prior to that, he was employed by Compass Group USA from 2018 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Douglas Rose is a CFP® with 36 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at Wells Fargo Clearing and LPL Financial. 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, delivering quantitative asset-allocation advice and customized performance reporting on a non-discretionary basis.

David Ausmus is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Chase Bank. 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 when recommending strategies.

Alex Valentine is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at Carpenter & Associates and has held roles in education and community recreation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Aaron Axelrod is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at The Huntington Investment Company and Nationwide. 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 affiliated brokerage and investment management capabilities.

Michael Lutz is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Macy's and Bru Burger Bar, in addition to positions at several financial institutions such as JPMorgan Chase Bank and Huntington Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of investment solutions through a non-discretionary advisory approach.

Andrew Buck is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. He has concurrently worked at Legend SC LLC as a head coach for two club sports teams since 2021. 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 manager due diligence and incorporating an ESG eligibility framework in its recommendations.

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 been with J.P. Morgan Securities since 2015. J.P. Morgan Securities 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.

Craig Jefferis is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price Advisory Services and Morgan Stanley. He is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

Mayur Shah is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Advisor and PRUCO Securities for ten years before joining J.P. Morgan in 2022. Outside of his advisory role, he participates in an investment club with four other members where they collaboratively analyze and vote on investment decisions. J.P. Morgan Securities 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 uses quantitative modeling combined with centralized due diligence and applies an ESG framework in its recommendations.

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 worked at various J.P. Morgan entities since 2016. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative modeling and centralized due diligence, and it applies an ESG eligibility framework when recommending investment strategies.

Donald Harper Sr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., PNC Bank, NA, Fidelity Tactical Group, and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Spencer Spillman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial and Triple Crown Wealth Management. Outside of his advisory role, he has engaged in work with DoorDash. 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 in its advisory process.

Jesse Harlow is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Penn Mutual Life Insurance and OptumRx. Outside of his advisory work, he participates occasionally in marketing focus groups for Murray Hill Marketing. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Tammy Tanner is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Northwestern Mutual, and Rivertree Wealth. Tammy is based in Columbus, OH. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Joshua Brutcher is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior work includes a year at Morgan Stanley and two years at Truco, Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Greg Scharlott is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following over a decade at Nationwide Investment Advisors and Nationwide Investment Services Corporation. 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. The firm delivers non-discretionary advice through a select team of Wealth Advisors, focusing on approved funds and strategies.

Frenlly De La Cruz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 63 designation and has worked at both J.P. Morgan and Morgan Stanley in various roles since 2015. J.P. Morgan Securities 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexander Miranda is a Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where he has worked for a total of three years. His prior experience includes roles at Edward Jones, Bank of America - Merrill Lynch, and UBS Financial Services. Outside of his advisory work, he is the owner and developer of FitConnect LLC, a fitness and social media app that uses AI to connect gym partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.