Angel Carlin Jimenez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Wells Fargo Bank, N.A. for seven years and held positions at Toshiba International Corporation, ISS Facility Services, and JOBS-AMST. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

Arthur Gellang is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, and previously worked at Thrivent Financial and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Hector Santos is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously held positions at Valic Financial Advisors and Edward Jones. He holds a Series 66 designation. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Julia Collins is a CFP® with seven years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. She has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., as well as Merrill. She also has a brief background in the restaurant industry, having worked at Nazif's Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with a focus on combining quantitative screening and qualitative research to build model asset allocations.

Angel Mendez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, Bank of America, Merrill, USAA, and Morgan Stanley. He is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary 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.