Jacob Ahrberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked within various roles at JPMorgan entities since 2022. His prior experience includes a position at Kanakuk Ministries and Contango Oil and Gas, as well as a brief tenure in the Oklahoma State Senate. 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. The firm’s approach includes an ESG eligibility framework and offers non-discretionary services through a specialized group of Wealth Advisors.

Charles Coleman 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 JPMorgan Securities LLC and Jpmorgan Chase Bank NA since 2021. Outside of his advisory role, he was involved with New York City Lacrosse Camps, LLC for over a decade. 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 these services alongside affiliated brokerage, distribution, and investment management capabilities.

Ava Turner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024. Outside of her advisory role, she has operated The Cookie Factory, a business she managed for five years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eileen Corkery is a Series 66 licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously spent seven years at CITI Private Bank. J.P. Morgan Securities 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.

Agustina Origlia is an advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her previous roles include positions at Morgan Stanley, Deloitte LLP, and JPMorgan Chase Bank, N.A. She also attended Northeastern 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.

Ashley Herbst is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011 and previously spent nine years at Harvard University. Herbst serves as a board member and finance committee member for The Winsor School, an all-girls private school, and is also on the board of the Pokhrama Foundation, which builds schools in rural India. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Peyton Coleman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with various J.P. Morgan entities since 2017. Prior to joining the firm, he was affiliated with Texas Christian University for four years. 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. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Stephanie Vaughn is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She has been with J.P. Morgan Securities since 2005 and has also worked at JPMorgan Chase Bank, N.A. since 2001. Vaughn holds the Series 63 and Series 66 designations and is based in Dallas, TX. 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.

James Gernand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at Wells Fargo in various capacities from 2011 to 2017. Outside of his advisory role, he owns two small businesses related to his personal hobbies: Gernand Outdoors, focused on kayak, boat, and fishing tackle rigging, and Gernand's Woodcraft, which sells woodworking projects. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Emma Alexander is a Series 66-registered financial advisor with J.P. Morgan Securities in Dallas, TX, with five years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously spent six years at KPMG LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Henry Becker Jr. is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Goldman Sachs and Hayman Capital Management. 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, offering asset allocation advice, manager and fund searches, and customized performance reporting through a non-discretionary advisory approach.

Arthur Jackson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at CitiGroup Global Markets Inc. and Citigroup NA prior to joining J.P. Morgan Securities in 2023. 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. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Lee Kerr is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Highwood Capital for eleven years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 broker-dealer and investment adviser registrations to deliver these advisory services.

Isabel Wilcox 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 prior work includes roles at Wells Fargo, Koch, and JPMorgan Chase Bank, N.A. Outside of finance, she worked at Camp Winnamocka for one year. 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.

Meredith Mc Kay is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018 and previously spent two years with UBS Financial Services. Outside of her financial advisory role, she is a partner in a self-storage investment venture in Rockwall, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cambelle Bouchard is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. Prior to her current role, she worked at Brut Lighting and attended Southern Methodist University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 its program on a non-discretionary basis.

Caitlin Katz is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at JPMORGAN Chase Bank, N.A., The Federal Reserve Bank of Dallas, and Lockheed Martin Corporation. 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.

Grayson Hill is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions within JPMorgan Chase Bank and involvement with the Nashville Entrepreneur Center and M Street Entertainment Group. 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 for its investment recommendations.

Timothy Jamison is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at JPMorgan Chase Bank, N.A. He attended the University of North Carolina at Chapel Hill, where he was involved with the Frank Porter Graham Student Union. 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 brokerage, distribution, and investment management capabilities through a centralized due-diligence process and an in-house manager solutions team.

Charles Campbell is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining J.P. Morgan Securities, he worked at BMI Group, LLC and has experience related to the James Wilhoit Kicking Academy and academic roles at the University of Tennessee and Indiana University. 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 investment approach.