Chris Bouyear is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and Chase Investment Services Corp. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 and fund searches, and customized performance reporting. The advisory process combines quantitative and qualitative due diligence, incorporates forward-looking capital market assumptions, and may include an ESG eligibility framework.

Jenny Lin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan, Cetera, East West Bank, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Robert Vastine is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at Raymond James & Associates for one year. Based in Houston, TX, Vastine provides advisory services through J.P. Morgan Securities. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation and portfolio services provided by affiliated entities.

Jocelyn Caliel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, Mercer Global Advisors, and TD Ameritrade. 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. Their advisory process incorporates quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Mohammad Shemiranipour is a Series 66-licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and is also an investor and general partner at Oilyx, LLC, which focuses on land acquisition for natural resource exploration. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG criteria.

Stefan Abhiram is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank in various capacities since 2008. His background also includes a role at Shaver Real Estate LLC in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes quantitative and qualitative manager due diligence and incorporates ESG eligibility criteria where applicable.

Andrea Gamez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and with eight years of industry experience. She has been with J.P. Morgan Securities since 2018 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2012. 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 program focuses on non-discretionary 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.

Cynthia Tran is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and was previously with Chase Investment Services Corp. from 2007 to 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 within a non-discretionary advisory program. The firm’s advisory approach incorporates both quantitative and qualitative research, including ESG considerations, and leverages broader derivatives and commodities capabilities.

Charles Bohovich is a financial advisor at J.P. Morgan Securities in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, UBS International Inc., and Hudgins Family LP. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm incorporates quantitative and qualitative analysis supported by a centralized due diligence team and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Zeenath Selvakumar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. Outside of her advisory role, she is involved in health and wellness coaching through Zenergy Life Coaching, focusing on breath training, yoga, and meditation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches while clients retain final decision-making authority.

Lisa Forsythe is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and includes broader derivatives and commodities capabilities.

Robert Rodriguez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2013 and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process incorporating both quantitative and qualitative research.

Howard Herring II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he is involved with 5 Pines Enterprises, a family partnership managing commercial real estate. 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, with final decision-making authority retained by clients.

Zachary Atasi is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 license with one year of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Ameriprise Financial, and JPMorgan Chase Bank, N.A. He has also been involved with a venture named My Neighbor Felix. 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 and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and integrates quantitative and qualitative research to support its recommendations.

Adam Park is a CFP® professional with 21 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and previously held a position at Chase Investment Services Corp. from 2005 to 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 and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes ESG considerations in recommended strategies.

Michel Shanks is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of finance, he is a silent capital investor in the 1100 Restaurant Group, a multi-restaurant enterprise in Houston. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative manager due diligence and may include ESG criteria in its recommendations.

Decorius Allen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch Wealth Management, UBS Financial Services, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Charlie Rodriguez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has ownership in Goshen Grace LLC, a business involved in residential and commercial property leasing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG frameworks when appropriate.

Andrew Cushnie is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates broader derivatives and commodities capabilities.

George Budz is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and nine years of industry experience. His career includes roles at JPMorgan Chase Bank, Charles Schwab, TD Ameritrade, and entrepreneurial ventures such as Budz Brothers LLC and Biala Clothing Company. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Stephen Collette is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. 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 advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Tyler Oswald is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations with four years of industry experience. His career includes roles at Wells Fargo and Fidelity Investments prior to joining J.P. Morgan and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Shifali Shetty is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Houston, TX, and has 22 years of industry experience. Her work history includes positions at USAA Financial Planning Services, Primerica Advisors, and Equitable Advisors. 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 within a non-discretionary framework.

Aalok Patel is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior experience includes roles at Morgan Stanley, E*trade, TD Ameritrade, and Scottrade. 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 and fund searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence combining quantitative and qualitative research and incorporates ESG considerations where applicable.

Amrou Atasi is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 28 years of industry experience. His career includes roles at UBS Financial Services and over two decades at JPMorgan Chase Bank, N.A., where he has worked since 2002. Atasi has been with J.P. Morgan Securities 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 and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework, supported by affiliates offering investment management and portfolio services.

Patrick Krause is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at several firms, including LPL Financial and UBS Financial Services, before joining J.P. Morgan Securities in 2012. 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 with forward-looking capital market assumptions to develop model asset allocations, supported by a centralized manager solutions team.

Leslie Coto Corleto is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. Since 2013, Corleto has worked at both JPMorgan Chase Bank and JP Morgan Securities LLC, and previously spent nine years at Target Optical (Luxottica). 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates ESG considerations within a non-discretionary program.

Jaime Gonzalez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2010. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in recommending eligible investment strategies.