Eric Mangin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AXA Advisors and JPMorgan Chase Bank. Outside of his advisory role, he owns a mobile golf simulator rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Andrew Provost is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with various entities within the JPMorgan organization since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Travis White is a financial advisor at J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Equitable Financial Life Insurance and Qval Property Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Neelay Lakhia is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, where he has worked since 2017. His prior roles include positions at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dominic Casey is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include work with Realty Hounds, LLC, Turner Casey Realty, LLC, Merrill, Banc of America Investment Services, Inc., and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting. The firm employs a manager solutions team that uses both quantitative and qualitative research, incorporating ESG considerations and broader derivatives capabilities in its advisory process.