Molly Edwards is a Certified Financial Planner (CFP®) with 12 years of experience at J.P. Morgan Securities in Dallas, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. 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, using a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Elise Bell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to this, she was employed at Eastern General Realty and attended the University of Florida. 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 investments.

James Haggin II is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Richmond National, Ticketmaster, and Dakota. 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 in its investment process.

Angelique Cruz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various firms including Northwestern Mutual Investment Services LLC and WWA Integrated Wealth Strategy Group prior to joining J.P. Morgan in 2022. 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.

Jared Kuykendall is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2020. Jared serves as a board member of the Foundation for Tulsa Schools, participating on its Finance & Audit committee to provide financial oversight and investment strategy guidance. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Annika Cail is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at ConVince Capital and Commerce Street Capital, LLC. 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.

Brendon Evers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Odlingard Capital Management LLC. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Julio Delgado is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and Marvel Industrial Coatings, LLC. Delgado 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Grafton Ifill III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019, and previously at Goldman Sachs & Co. from 2015 to 2019. 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, distribution, and investment management capabilities across multiple regulatory registrations.

Elizabeth Schaab is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2014. Prior to that, she was employed by Beachbody LLC from 2015 to 2017. Schaab serves as a board member on the Finance Committee for the Girl Scouts of Northeast Texas. 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, delivering recommendations on a non-discretionary basis.

Alex Kaiser is a CFP® professional with three years of experience in the financial industry. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and previously held positions at Simmons Bank, Bank of Oklahoma, and the Trust Company of Oklahoma. Alex serves as an advisor on the Investment Committee for the Oklahoma City Ballet, contributing in a nonprofit capacity. J.P. Morgan Securities 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 strategies.

Emily Rosenbloom is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has three years of industry experience. Her prior work includes five years at Moroch and two years at Southern Methodist University. 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.

Gentian Fairman is a Series 66 licensed advisor with J.P. Morgan Securities in Dallas, TX, with two years of industry experience. Their prior work includes roles at JPMorgan Chase Bank and a consulting firm, Fairman Consulting. 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 when recommending strategies.

Brandon Jones is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously with Edward Jones from 2016 to 2020. J.P. Morgan Securities 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.

Jessica Weber is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and began her career in the financial industry in 2024. Prior to joining J.P. Morgan Securities, she has experience with several firms, including JPMorgan Chase Bank and Renegade Swish LLC, and attended Texas Christian University. 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 large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Sai Tanvi Yeccaluri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yeccaluri held roles at JPMorgan Chase Bank, N.A., Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation, and attended Vanderbilt University and Santa Clara University. J.P. Morgan Securities 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 when recommending strategies.

Hunter Ricks is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2019. His background also includes roles at Q Investments, Texas Christian University, and FuntashtTech. J.P. Morgan Securities 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 strategies.

Juliana Lu is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Saville CPAs & Advisors, and experience with community organizations such as the Dallas Chinese Community Center and the DFW World Affairs Council. 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 strategies.

Juan Pablo Arias Bello is a Series 66-licensed advisor with five years of industry experience, currently with J.P. Morgan Securities in Dallas, TX. His prior roles include positions at JPMorgan Servicios SA and Credit Suisse. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Iker Pimienta is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Cetera Advisor Networks and Axa Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and includes an ESG eligibility framework in its recommendations.