Pablo Moreno is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at multiple entities within the J.P. Morgan organization since 2018, as well as at TD Ameritrade and Aerotek prior to that. In addition to his advisory role, he is also employed by JPMorgan Chase Bank, which allows him to offer a range of bank products and services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured, non-discretionary process that combines quantitative asset-allocation modeling and centralized manager due diligence.

Joseph Hahn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at MUFG Union Bank, RBC Capital Markets, RBC Wealth Management, and operated his own law office. Hahn is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Sarah Faltot is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she is employed by JPMorgan Bank, enabling her to offer certain bank products and services. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Jernigan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and 42 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. 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 and investment management capabilities, offering recommendations on a non-discretionary basis.

Peter Rios is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Jpmorgan Chase Bank. Outside of financial services, he has worked as a contractor for a food delivery service. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Justin Burns is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2012. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Emily Puebla is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at J.P. Morgan Securities LLC since 2022 and JPMorgan Chase Bank, N.A. since 2021. She also has work experience at T Blancos and studied at the University of North Texas. 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 in its investment recommendations and offers services on a non-discretionary basis.

Maxwell Pearl is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers certain banking products and services. 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 operations with brokerage, distribution, and investment management capabilities.

Emmanuel Flores is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services, Fidelity Investments, and Frost Bank. 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. 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.

Dylan Birch is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work history includes service with JPMorgan Chase Bank and the U.S. Army. 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. The firm delivers customized, non-discretionary advice through a select group of Wealth Advisors.

Mason Adams is a financial advisor at J.P. Morgan Securities with seven years of industry experience and a Series 66 designation. His career includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities, LLC, and Oppenheimer. He is based in Dallas, TX. 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.

Ana Babic is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at BNY Mellon and Nationwide Title Clearing Inc. She is also employed by JPMorgan Bank, enabling her to offer certain banking products and services. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Padberg is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Applewhite And Buys Financial Advisors and JPMorgan Chase Bank, N.A. Before entering financial services, he held positions at College Hunks Moving Company and Waterway Carwash. J.P. Morgan Securities LLC 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 a structured process that incorporates quantitative modeling and ESG considerations.

Carol Patrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, which allows her to offer certain bank products and services. 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 its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Jasmine Le is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill and J.P. Morgan entities since 2015 and had a role at Xander Staffing from 2022 to 2024. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian King is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to clients such as 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 operates with both advisory and brokerage capabilities and delivers its program on a non-discretionary basis.

Deanne Cichon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Beacon Pointe Advisors, and Fidelity Investment/National Financial Services. Based in Dallas, TX, she has also held positions at Texas Tech University and other educational institutions. 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 broker-dealer and investment adviser registrations to deliver comprehensive services.

Aaron Valdez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at various J.P. Morgan entities since 2018 and held prior roles at Modis and The Vanguard Group. Valdez is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank deposit and credit products alongside advisory 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 in its recommendations.

Daniel Brauer is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities since 2019, previously serving seven years at UBS Financial Services. Outside of his advisory role, he is the owner and manager of BrauerHaus, LLC, a company involved in buying, rehabbing, and selling single-family homes in the Dallas-Fort Worth area. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joel Tannebaum is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 38 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program and integrates institutional advisory capabilities with brokerage, distribution, and investment management services.