Chenell Mc Bean is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Forest Hills Financial Group, and Equitable Advisors. She is also employed by JPMorgan Chase Bank, where she offers certain banking products and services. J.P. Morgan Securities provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Cameron Le Seane is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for seven years and served in the U.S. Navy from 2013 to 2018. He is currently based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Daniel Johnson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of his advisory role, he was involved with CrossFit 214 for ten years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Angela Spirtos is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 license and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also serves as an employee of JPMorgan Chase Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm integrates large-scale institutional advisory capabilities with brokerage, distribution, and investment management functions.

Lily Hollis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Stifel Financial, and Evereve Boutique. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Neff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at UBS Financial Services for 17 years. He is based in Dallas, TX. 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 integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

John Neff is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 46 years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at UBS Financial Services for 26 years. He serves as an advisor on the finance and investment committees of several nonprofit organizations, including the Seminary of the Southwest and Helping Hand Home for Children. 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.

Helen Molloy is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008. Molloy is also the owner of Break Point LLC, a property leasing business. 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 through a select group of Wealth Advisors.

Antonio Fernandez is a Series 66 licensed financial advisor with J.P. Morgan Securities in Dallas, TX, where he has worked since 2023. He has two years of industry experience and previously held roles at JPMorgan Chase Bank, Charles Schwab Independent Branch, and Mobile Showroom Detailing LLC. Fernandez serves as Treasurer and a board member of Your Mission, a Texas-based religious and charitable nonprofit. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jason Gordon is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2018, following prior roles at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory work, he serves on the board of the Houston Jewish Community Foundation and is involved with charitable organizations, including the Holocaust Museum Houston and a private family foundation. 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.

Ryan Stewart is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in managing rental real estate properties. 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.

Mark Buchanan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at UBS Financial Services for seven years and at Principal Financial Group for two years. Outside of his advisory role, he is a passive investor in several local businesses and startups, including a restaurant financing company, a proptech firm, and a wine bar in Austin, TX. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, 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 broker-dealer, investment adviser, and commodity-related registrations.

Brad Thompson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes prior roles at Merrill and Ameriprise before joining J.P. Morgan Securities and JPMorgan Chase Bank, where he has been employed since 2009 and 2010, respectively. In addition to advisory work, he is also an employee of JPMorgan Bank, offering certain deposit and credit products. 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’s services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Adam Koch is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, NA since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he can offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Taylor Banks is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan in 2021, Banks worked at Bank of America Corporation and City Credit Union. Outside of finance, Banks owns a content creation business focused on faith-centered storytelling and poetry. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thomas Neff is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. As an employee of JPMorgan Bank, he can offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while managing conflicts through established policies and supervision.

Jason Holland is a CFP®-designated financial advisor with 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory work, he offers certain bank products and services through JPMorgan Bank. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Fitzgerald is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Noor Ali Ismail is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, having previously worked at UBS Financial Services for 10 years. In addition to his advisory role, he is also an employee of JPMorgan Chase Bank, where he offers banking products alongside 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 eligibility framework in its recommendations.

Matthew Graham is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has nine years of industry experience. He has been with JPMorgan Securities and related affiliates since 2016 and was previously involved with RHIDADDY LLC. Graham is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products alongside 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 an ESG eligibility framework in its recommendations.