Shaunta Hunter Weeks is a financial advisor with J.P. Morgan Securities in Elmhurst, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at JPMorgan Securities since 2017 and has been involved with Second City Management Group LLC, a residential real estate management and renovation company, where she assists in property review and advising on purchase price and design. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks into its recommendations.

Carlos Ortiz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank across multiple roles since 2015, with a four-year tenure at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that offers asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicholas Hofmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Renaissance Financial Corp and Cetera. Outside of his advisory role, he coaches youth baseball and runs infield classes for young players. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and offering extended derivatives and commodities capabilities.

John Koklys is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Securities since 2016 and JPMorgan Chase Bank, N.A. since 2015. Outside of finance, Koklys has a long-standing involvement in music as a musician and sound engineer with John Arthur Music since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice and investment manager research supported by centralized due diligence and a combination of quantitative and qualitative analysis.