Leticia Morales is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2006. 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 through a selective group of Wealth Advisors. The firm’s advisory process integrates quantitative and qualitative research and may include ESG eligibility considerations, with implementation services provided by affiliated entities.

Armin Samadi is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2017, with prior roles at TIAA, TIAA-CREF, and Wells Fargo Clearing. Outside of his advisory work, he is an investor in ARMN, LLC, a private business involved in purchasing autos from auctions. 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 through a non-discretionary program supported by centralized due diligence and both quantitative and qualitative research.

Robert Frankowiak is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Robert is also a general partner at The Raad Group, LLC, and co-owner of Bearist Group, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.