Jessica Chen is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked in various roles including at JPMorgan Chase Bank, N.A. Outside of her advisory work, she serves as a group fitness instructor at Equinox. 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 in its investment recommendations.

Ethan Poff is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and has held roles outside the financial sector, including positions at BJ's Brewhouse and Petland. J.P. Morgan Securities provides investment consulting and advisory services mainly 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 recommendations.

Sarah Hatch is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to her current role, she spent time affiliated with Brigham Young University and the Church of Jesus Christ of Latter Day Saints. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Katie Scott is a financial advisor with J.P. Morgan Securities in Houston, TX. She holds a Series 66 designation and began her career in the industry in 2024. Prior to joining J.P. Morgan, she was involved with Texas Tech University in roles related to business communication and writing centers. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures functions.

Charlie Chandler is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, he held positions at UBS, RBC, and BISN Oil Tools, and worked at Texas A&M. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Roberto Martinez is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is currently a financial advisor at J.P. Morgan Securities in Houston, TX, where he has worked since 2021. Prior to this, he was with Actinver Securities, Inc. from 2014 to 2021. Martinez is also involved in managing real estate entities focused on rentals, although these activities are separate from his advisory role. 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 in its recommendations.

Manuel Paullada Nevarez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Credit Suisse Asesores Mexico and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when making recommendations and offers services on a non-discretionary basis.

Emily Baker is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and Ttr Sotheby's International Realty. 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 in its recommendations.

Jonathan Rozen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He is also a silent partner in Tibur Logistics PR LLC and Tibur Logistics LLC, international distribution firms focused on importing technology hardware and medical tests into the United States. 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 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.

Ryan Mc Farland is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and has been employed with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2024. Outside of finance, he has been involved with T Bar M Camps and Retreats and has experience working with educational and recreational organizations. 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.

Rodolfo Cooper is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs & Co. LLC and Virtus Partners. Cooper serves as a board member on the investment committee for St. John's School, a private K-12 nonprofit, where he assists with oversight of the endowment. 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 through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Courtney Garson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked with various branches of JPMorgan Chase since 2011, including a decade at JPMorgan Securities LLC and continuing at JPMorgan Chase Bank, N.A. since then. 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 making recommendations.

Daniel Priwin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2022, following prior roles at Sanders Morris Harris LLC and Tectonic Advisors. Outside of advising, he is a part owner of an e-commerce business that operates a digital storefront on Amazon. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rachel Meyer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015. Based in Houston, TX, her work focuses on providing advisory services through the firm’s institutional consulting program. J.P. Morgan Securities offers 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.

Walker Hale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and the University of Tennessee College of Law. Hale also spent time at Chipotle and operated a personal business, Walker Hale, from 2021 to 2022. J.P. Morgan Securities provides investment consulting and advisory services mainly 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 recommendations.

Mary Matl is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various entities including J.P. Morgan Securities and JPMorgan Chase 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Richmond Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2000. He is also associated with JPMorgan Chase Bank, N.A. and is the sole proprietor of Travis Time, LLC. 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 in its investment recommendations.

Lee Bolnick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at PNC Investments, BBVA Wealth Solutions, and Proequities/3Mark Financial. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jelena Zhang is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill Lynch, Pierce, Fenner & Smith, and JPMorgan Chase Bank. 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 investment strategies.

Cole Carey is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Credit Suisse Securities and UBS Securities before joining J.P. Morgan in 2023. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.