Daniel Curtis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo in various capacities. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Tyler Horgan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also been affiliated with the University of Southern California since 2019. 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 brokerage, distribution, and investment management capabilities.

Amanda Hiatt is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Hiatt serves as Treasurer and Board Member of the Neptunian Woman's Club, a nonprofit focused on volunteerism and fundraising for charitable, educational, cultural, and civic services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Samantha Moore is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Stifel Financial Corp, the U.S. Chamber of Commerce, Georgetown University, and Dcivitas Consulting Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team for due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Suzanne Widor is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She previously worked at Morgan Stanley for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. She holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

James Barbara is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Jeffries LLC and City National Bank. Outside of finance, he is the President of the Italian American Museum of Los Angeles and works seasonally as a Mountain Host at Mammoth Mountain ski resort. 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.

Melissa Cardenas is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at AllianceBernstein and Jpmorgan Chase Bank, N.A., as well as work as a self-employed advisor and legal experience at California Employment Counsel, APC. 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.

William Dramis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan firms since 2011, including roles at JPMORGAN Securities LLC and JPMorgan Chase Bank NA. 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 strategies.

Peter Swerz 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 previously worked at Jeffries LLC and Mesirow. 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.

Shane Schwarz is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024. His prior experience includes roles at the Municipal Employees' Retirement System of Michigan and Palm Tree Capital. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Daniel Bradshaw is a CFP® professional affiliated with J.P. Morgan Securities in El Segundo, California, with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 13 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Jack Donell is a financial advisor at J.P. Morgan Securities with a Series 66 credential. He has been with the firm since 2026 and has previous experience at Kingsbridge Wealth Management and the USC Viterbi School of Engineering. Outside of finance, he has been involved in managing a local food and beverage business, Big Island Eats and Shave Ice. J.P. Morgan Securities LLC offers 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 integrates quantitative asset-allocation modeling with centralized due diligence and utilizes an ESG framework when recommending strategies.

William Towne III is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Goldman Sachs and JPMorgan Chase Bank. He serves as a member of the United States Marine Corps Reserve. 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 when recommending strategies.

Benjamin Sklar is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, Marhilus Ventures, and Matthews Real Estate Investment Services. Outside of his advisory role, he is an investor and partner in Anvara, a company founded by a personal acquaintance. 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.

Keegan Cohen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Paymentus Corporation, Oracle, and GVB Medical. Cohen also attended the Kellogg School of Management. 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 selection process.

Thomas Weber is a financial advisor with J.P. Morgan Securities in El Segundo, California. He holds Series 63, 65, and 66 licenses and has 10 years of industry experience. Prior to joining J.P. Morgan Securities, Weber worked at BOFA Securities, Bank of America, Cadaret Grant & Co., Inc., and BlackRock Investments. He also has experience at the University of California - Los Angeles. 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. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher O'book is a financial advisor at J.P. Morgan Securities with experience dating back to 2012. He holds a Series 66 designation and has previously worked at First Republic Bank, The PNC Bank, and JPMorgan Chase Bank, N.A. There are no additional notable outside activities disclosed. 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.

Stefano D'amato is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Evoke Wealth, First Republic Investment Management, Mozaic LLC, and BNY Mellon Wealth Management. 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.

Robert Park is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including SVB Wealth LLC, Beacon Pointe Advisors, and Fidelity. Park is based in El Segundo, California. 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.

Amit Mody is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and several sports management and food-related companies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Kyle Delicata is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior experience includes roles at 1st Century Bank, First Republic Bank, Onewest Bank, and earlier tenures at J.P. Morgan Securities and Chase. 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, distribution, and investment management capabilities.

Zrinka Dekic is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her background includes roles at JPMorgan Chase Bank, D-box Technologies, Genius Brands International, Houlihan Lokey Capital, and The Walt Disney Company. 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 support client decision-making.

Terrill Smith 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 firms including Merrill Lynch and Wells Fargo Clearing. Outside of his advisory role, he is a financial investor in ChargerHelp, a software company focused on electric vehicle charging station maintenance. 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 through a centralized due diligence framework. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Vishal Sabharwal is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and CitiGroup. 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.

Christian Penczar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Private Bank and Northwestern Mutual, as well as experience at Tulane University. 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 large team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.