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Colby H

Series 63, Series 65

Houston, TX

J.P. Morgan Securities

Colby Hunt is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC since 2017, following three years at Axa Advisors, LLC. Based in Houston, TX, he serves clients through a firm known for providing institutional consulting services to corporations, foundations, and defined contribution plan sponsors. J.P. Morgan Securities combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a centralized due-diligence framework.

Wealth management Executive Founder/Business Owner
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Adriana P

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

Adriana Penaloza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Lundyn C

Series 66

Houston, TX

J.P. Morgan Securities

Lundyn Cuellar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Cuellar worked for Bank of America Corporation/Merrill Lynch from 2023 to 2026. 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 to guide investment recommendations.

Wealth management Executive Founder/Business Owner
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