Robert Frazier is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2003. He holds the Series 63 and Series 66 licenses. 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. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Amanda Loebrich is a financial advisor with J.P. Morgan Securities in Dayton, Ohio. She holds a Series 66 designation and has 27 years of industry experience, including her ongoing tenure at JPMorgan Chase Bank since 1999. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates both quantitative and qualitative research, with an emphasis on compliance and a range of investment strategies, including ESG considerations.

Jakob Cox is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding Series 66 and Series 63 licenses and having five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Richard Wallace is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for 10 years before joining J.P. Morgan in 2025. 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. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.