Robert Lowe is a CFP® and CFA® registered with J.P. Morgan Securities in Fort Worth, TX, with 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in assembling investable universes and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jacob Schneider is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2007, also working at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and general partner in an oil and gas investment partnership and serves as an unpaid advisor to the 12th Man Foundation, a nonprofit affiliated with his alma mater. 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jay Davenport is a Series 66-credentialed advisor with J.P. Morgan Securities in Fort Worth, TX, with four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and also owns Davenport Consulting LLC, which provides leadership and organizational health consulting and coaching. Prior to joining J.P. Morgan, he worked at The Parc Vet and AUDIA, and was involved with Young Life for seven years. J.P. Morgan Securities LLC offers 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.

Amanda Garcia is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 applying an ESG eligibility framework in its investment recommendations.

Brandon Tatarevich is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he is involved in commercial real estate through ownership positions in GT1 Strategies, LLC and CLHP, LLC, and performs as a country music musician in local venues. 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. The firm operates within the broader J.P. Morgan financial organization and offers services on a non-discretionary basis.

Lisa Tomlinson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. 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 additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Will Harris is a Series 66 licensed financial advisor with three years of experience, currently affiliated with J.P. Morgan Securities in Fort Worth, Texas. His prior work includes roles at Jpmorgan Chase Bank, N.A., the Texas A&M Foundation, and Zweiacker & Associates. 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 to support its recommendations.

Marvin Blakeney Jr. is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Family Office and Bank of America Private Bank. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Austin Barr is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and served six years in the U.S. Army. Barr is also a board member and Chair of the Finance Committee at Catholic Charities Fort Worth, a nonprofit organization. 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 inform its recommendations.

Courtney Hurt is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Stifel, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of her advisory work, she is involved in equestrian activities, owning and showing cutting horses with the National Cutting Horse Association. 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 to deliver customized advice.

Preston Pavlat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America, UBS Financial Services, First Command Financial Services, and Fidelity Investments. He is based in Fort Worth, Texas. 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 brokerage, distribution, and investment management capabilities.

Cooper Krudwig is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, following prior experience at 49 Financial and Hub International. Outside of finance, he has experience in small business operations and community sports involvement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Ryan Prince is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, GM Financial, and Texas Christian University. Outside of finance, he has experience in the agricultural sector through R&R Production Land & Cattle Co. Inc. 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.

Caleb Jerome is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. His prior work experience includes positions at JPMorgan Chase Bank, BNSF Railway, and Texas Christian University. 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.

George Conkle is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC since 2014. 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 strategies, delivering services on a non-discretionary basis.

Steve Schulman is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 63 designation and has worked at JPMorgan Chase Bank, NA since 2018, as well as at J.P. Morgan Securities since 2012. He is based in Fort Worth, TX. J.P. Morgan Securities 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mary Cargile is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, she was employed at KPMG LLP from 2017 to 2021. 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.