Andrew Simon is a Series 66-licensed financial advisor with J.P. Morgan Securities in Denver, CO. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan, his experience includes roles at Arrowmark Partners, Blue Room Investing, and Diive Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

John Liess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with J.P. Morgan Chase Bank, NA since 2016 and with J.P. Morgan Securities LLC since 2007. 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 advisory services alongside affiliated brokerage and investment management capabilities.

Adam Wise is a financial advisor at J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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 incorporating an ESG eligibility framework in its investment recommendations.

Sean Fischer is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at US Bancorp Investments Inc and BOK Financial Securities Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and a centralized due diligence process to support customized investment strategies.

Ellen Bruno is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Techstars and West Battle 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

James Vander Laan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Janus Capital Group before joining J.P. Morgan Securities in 2017. Outside of his advisory role, he is an owner and partner of T-Bar Trilogy LLC, a residential real estate entity held jointly with family members. 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 an ESG eligibility framework.

Jonathan Warkentin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in Mount NOLA LLC, an entity formed to manage a short-term rental property with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis.

Jesse Ellison is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC since 2018, following prior roles at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Morgan Ureel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan entities in the U.S. and Switzerland since 2016, including JPMorgan Suisse SA and JPMorgan Chase Bank NA. J.P. Morgan Securities LLC 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. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending strategies.

Jayna Palella is a financial advisor at J.P. Morgan Securities LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work experience includes positions at Legends and various roles during her time at Ohio State University. 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 investment strategies.

Zach Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously with Charles Schwab & Co. Inc from 2016 to 2021. 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 when recommending investment strategies.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. 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 when recommending strategies.

Akio Ohtake Gordon is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Piper Sandler & Co. and has experience across multiple firms including JPMorgan Chase Bank and Kayne Anderson Capital Advisors. Outside of his advisory role, Mr. Ohtake and his wife manage a short-term residential property rental. 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 recommendations.

Anna Sernka is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2020. Prior to this, she held positions in both corporate and research settings, including at the University of Colorado and Leeds Business Research Division. 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, distribution, and investment management capabilities.

Matteo Baker is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at Charles Schwab and JPMorgan Chase Bank. Prior to his financial services career, he worked at the Mondavi Center Ticket Office. 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.

Katie Hallen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. She is also an investor and partial owner of Hallen Ventures LLC, a family LLC for tax and estate planning purposes. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Quinton Morckel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at Fidelity Investments and U.S. Bank. 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.

John Jessup is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., and BSW Wealth Partners, as well as teaching at several educational institutions. 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 applying an ESG eligibility framework in its investment process.

Sean Muller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked briefly at Goldman Sachs and was involved with Wake Forest University in various roles including student athlete services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Daniel Smart is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously spent 18 years at Citigroup/Citibank and has been with J.P. Morgan Securities since 2026. He holds a Series 66 designation and is based in Denver, CO. 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 in its investment recommendations.