Kent Huang is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, which allows him to offer certain banking products and services. 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 an ESG eligibility framework.

Nicholas Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Texas Capital Bank. He is also employed by JPMorgan Chase Bank, enabling him to offer a range of bank products and services alongside his advisory work. 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 when recommending investment strategies.

Zachary Langevin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Broadstreet Partners and JPMorgan Chase Bank. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside investment advisory. 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.

Alexis Lopez is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Lopez worked at The Vanguard Group from 2021 to 2024. Lopez is also employed by JPMorgan Chase Bank, enabling the offering of certain bank products and services. 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.

Hayden Galatas is a Series 66-licensed financial advisor with nine years of industry experience. He is currently employed by J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., where he has worked since 2022. Prior to that, he was with Wells Fargo Clearing from 2017 to 2022. 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 a non-discretionary advisory approach. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Jake Isaacson is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 registrations and five years of industry experience. Prior to his current role, he worked briefly at Uber Eats and New York Life Insurance Co. He has a longstanding association with JPMorgan Chase Bank, N.A., dating back to 2002. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Craig Weinstein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. In addition to his advisory duties, he offers banking products and services through JPMorgan 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 in their recommendations.

Mai Nguyen is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Mai worked at Fidelity Investments and Amerisave Mortgage Corporation. Mai has also been involved in entrepreneurial ventures, including roles at Crazee Crab and Weheartcbd. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Deryl Reynolds is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Northwestern Mutual. Reynolds is also employed by JPMorgan Chase Bank, where he offers certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paul Gay is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Morgan Stanley for 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Joseph Reina is a CFP® with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A., having joined in 2024. His prior experience includes positions at CliftonLarsonAllen Wealth Advisors and Fidelity, where he worked in various advisory and brokerage roles between 2014 and 2024. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Thomas Holstead is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and 26 years of industry experience. He has previously worked at firms including Bank of America, Merrill, and UBS Financial Services. Outside of his advisory role, he is a partner in Committo Group, LLC, which provides administrative, consulting, marketing, and operational services to nonprofit organizations and offers educational training to university leaders in Texas. 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 incorporating an ESG eligibility framework in its recommendations.

Jason Taylor is a financial advisor with J.P. Morgan Securities in Grapevine, TX, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is a partial owner and strategic partner of Taydra LLC, a clothing and apparel design business. 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 combination of advisory and brokerage capabilities.

Craig Galatas is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at UBS Financial Services and Capital One Investments. He is also employed by JPMorgan Bank, where he offers deposit and credit products in addition to investment services. 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 framework in its recommendations.

Emily Krivacek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney from 2009 to 2017. She is also employed by JPMorgan Bank, where she can offer certain bank products and services including deposit and credit products. J.P. Morgan Securities 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 advisory services with affiliated brokerage, distribution, and investment management capabilities.

Robert Buchanan, Sr. is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He previously worked at UBS Financial Services for 25 years before joining J.P. Morgan in 2025. Outside his advisory role, Buchanan is involved in several entrepreneurial ventures, including ownership interests in a restaurant coupon financing company and a manufacturer of craft cocktail ice. 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 an ESG eligibility framework. Their services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Bin Nguyen is a CFP® professional with 23 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. His prior experience includes roles at Merrill and Ameriprise, and he has worked with JPMorgan Chase Bank since 2010. Outside of advisory work, he is a general partner in LAT Ranch Holdings LLC, managing wildlife habitats on a country ranch in Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

La Tosha Miller 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 at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following four years at National Financial Services LLC. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, 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.

Lanh Nguyen is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel from 2015 to 2022. He is also an employee of JPMorgan Bank, where he offers deposit and credit products alongside his advisory role. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Mark Mc Connell is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation and 33 years of industry experience. He has worked with J.P. Morgan Securities since 2009 and J.P. Morgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. 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 making recommendations.