William Levinson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Goldman Sachs from 2022 to 2026 and had roles at N3I Global Macro Fund and The University of the South. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jessica Owens is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. She has worked at prominent firms including Goldman Sachs, Merrill, Bank of America, and JPMorgan Chase Bank. Prior to her advisory career, she was employed at SXSW LLC for five years. 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.

Kendra Piazza is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2007, with a brief tenure at Edward Jones in 2017. 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jackson Toney is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and four years of industry experience. He has been with J.P. Morgan entities since 2018, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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.

Judd Cryer is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Morris and Company LLP, Ageron Energy LLC, and Commerce Street Capital. 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 operates within the broader J.P. Morgan organization and offers access to a diverse range of investment products through its Institutional Consulting Services program.

Andy Tembon is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous work at Goldman Sachs. 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.

Joshua Leonard is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has held positions at UBS Financial Services for 23 years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. Leonard holds Series 63 and Series 65 licenses and 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 its network of Wealth Advisors. 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 authority.

Taylor Boyle is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Goldman, Sachs & Co. and Ellevest Inc. He is based in Dallas, TX. 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.

Kentrell Taylor is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Comerica Bank, HD Vest Investment Services, Bank of America, and Merrill prior to joining J.P. Morgan. Outside of his advisory role, he is the owner of Corporate Dollar Entertainment LLC, an entertainment company that promotes concerts, comedy shows, and plays, and he is involved in a family-owned hair salon business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support client decision-making.

Lisa Granberg is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017, both 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Todd is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior service in the U.S. Army from 2013 to 2023 and academic work at the University of Pennsylvania. 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 operates as both a broker-dealer and investment adviser, combining large institutional advisory capabilities with market-facing functions.

Coleman Mc Namara is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at Raymond James & Associates, Inc. for two years and has experience with SRS Real Estate Partners and Southern Methodist 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. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Samuel Tillotson is a financial advisor at J.P. Morgan Securities with four years of industry experience. His background includes roles at Greenberg and Rapp Financial Group and service in the United States Army. He holds a Series 66 designation 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary client decisions.

Troy Swaner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including U.S. Bank Ascent, LPL Financial, BMO Private Bank, UBS, Bank of America, and Merrill. Based in Dallas, TX, he joined J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025. 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 broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

David Olcomendy is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank and involvement with Meadowbrook Mingo Golf LLC and Lone Star Pharmaceuticals. 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 to guide investment recommendations.

Jhubin Moghaddamfar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. His previous roles include positions at Frost Bank and JPMorgan Chase Bank, among others. Outside of his advisory work, he is a partner in a real estate LLC that manages a rental property. 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 a select group of Wealth Advisors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Michael Parry is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory services with affiliated brokerage and investment management capabilities.

Mitchell Saltzstein is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. 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 an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within a broader broker-dealer and banking organization.

Cody Barrick is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2015, and previously held positions at Deutsche Bank Securities Inc. and Lehman Brothers Inc. 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 recommendations.

Zack Skinner is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2019. Prior to joining J.P. Morgan, he held roles at BOK Financial Securities and Mariner Wealth Advisors Oklahoma. 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 offers non-discretionary services delivered by a select group of Wealth Advisors.