Benjamin Grasso is a financial advisor at J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting 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.

Sergio Gutierrez is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with J.P. Morgan since 2017 and has prior experience in media and data solutions companies. Outside of his advisory role, he is an owner and partner in a family-owned concrete company and a real estate holding company in Colorado. 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, delivering recommendations on a non-discretionary basis.

Ky Lee Duley is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, Duley held positions at Jpmorgan Chase Bank, Hess Corporation, Starbucks, and Geneos Wealth Management. 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.

Regina Hall is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, Bank of America/Merrill Lynch, and Wells Fargo. 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 recommendations.

Landon Marshall is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked within various JPMorgan entities since 2017 and has a background including academic roles at Texas A&M University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Arnold Fernandez Fuentes is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 registrations and seven years of industry experience. His career includes roles at J.P. Morgan Chase Bank and prior employment at Denver International Airport and Colorado State University’s Morgan Library. 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.

Peter Dolan Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Hirschfeld 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 NA and J.P. Morgan Securities since 2014. Based in Denver, CO, he operates within a large institutional firm. 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 services with brokerage, distribution, and investment management capabilities.

John Hanley is a financial advisor at J.P. Morgan Securities with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2017, following prior roles at UMB Distribution Services and Marsico Capital Management. Hanley serves as President of The Hundred Club of Denver, a nonprofit supporting the families of public safety officers who die in the line of duty, and is a director on the Denver Scholarship Foundation’s investment and finance committees. 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 recommendations.

Stephen Hansen is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Denver, CO. He has held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015 and previously worked at YCTC, Inc. from 2016 to 2020. 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 large team of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Kimberly Larsen is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Wells Fargo and the University of Denver. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ryan Dix is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at Capitala Advisors Corp., Dix Barrett & Stiltner, and Steele Street Bank and Trust. 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 investment recommendations.

Eric Zellweger is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and partner of Redeux Development, a local homebuilder in Denver, and serves on the advisory board of Our Lady of Lourdes Catholic Church and School. 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.

Thomas Mury Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage, distribution, and investment management capabilities.

Haley Neely is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, she held various roles outside the financial sector, including positions in the restaurant industry. 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.

Jeffrey Hood is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at IMST Distributors, 361 Capital LLC, Janus Capital Management, and Wells Fargo Clearing. He is slated to join the board of Stanley British Primary School in August 2025, where he will also serve on the finance committee. 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 investment recommendations.

Zachary Yarnell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His career background includes roles at U.S. Bank, Deloitte, and the University of Denver prior to joining J.P. Morgan Securities. 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 an ESG eligibility framework.

Lucas Giokas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously worked at Real Capital Solutions from 2014 to 2021. His credentials include the Series 63 and Series 66 licenses. 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 recommendations.

James Bass is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining J.P. Morgan in 2021, he spent 14 years at Credit Suisse Securities (USA) LLC. Outside of his advisory role, Bass is involved as a member in investment ventures including a sports analysis company and a digital asset lending marketplace. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Daniel King is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at J.P. Morgan Securities and affiliated entities since 2007, including JPMORGAN Chase Bank since 2016. 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.