Taylor Neel is a Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, bringing four years of industry experience. Prior to his current role, he worked at Texas Capital Bank, Kendra Scott LLC, and Gap Inc. 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 applying an ESG eligibility framework in its recommendations.

Peter Wilson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with JPMorgan entities since 2011, including JPMorgan 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sergio Salinas is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MSCI and the Instituto Tecnológico de Estudios Superiores de Monterrey. 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 when recommending strategies.

Luis Marmolejo is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to his current role, he worked at Equitable Advisors and LJB Wealth Partners, and also operated a personal photography business for two years. 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 applying an ESG eligibility framework in its investment recommendations.

Derek Hsu is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Levi Strauss & Co, UBS, Abercrombie & Fitch Co, and St. Paul's Christian School. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rachel Dalton is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2010, including a tenure at JPMorgan Chase Bank, N.A. since 2016. 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.

Aiana Whitfield is a Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, and has three years of industry experience. Prior to joining J.P. Morgan, she held various roles including employment at Blue Plate Restaurant Company and Northrock Partners. Outside of her advisory work, she serves as a basketball referee, officiating games at multiple levels from elementary through adult leagues. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Allen Johnson is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at JPMorgan Chase Bank and Rice University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Caroline Sievers is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as treasurer on the board of the St. John the Divine Episcopalian Church Women, managing budgeting and financial reporting for the group. 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 recommendations.

Ashford Fulmer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, td ameritrade, and Merrill. Outside of his advisory role, he is a partner in two real estate ventures, Opulent Oasis Realty Acquisitions LLC and Redwood Realty Acquisitions LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering access to a wide range of investment products and manager searches on a non-discretionary basis.

Andrew Gauthier is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and over eight years of industry experience. His prior work includes roles at Bank of America, Merrill, IberiaBank, and JPMorgan Chase Bank. Outside of finance, he is the owner of White Oak Shooting LLC, where he provides Sporting Clays instruction. J.P. Morgan Securities offers 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.

Hector Trujillo Gutierrez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has previously worked at UBS Financial Services Inc. and currently holds a Series 66 designation. Outside of his advisory role, he is the owner of Trio Nexus LLC, an LLC formed to invest in real estate, although no investments have been made to date. J.P. Morgan Securities provides institutional consulting services to clients such as 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, delivering recommendations on a non-discretionary basis.

Damian Lopez 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 Securities and JPMorgan Chase Bank, N.A., he held various roles in the hospitality and education sectors, including positions at Hash Kitchen and Pasadena Independent School District. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Devautour III is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Merrill, Bank of America, Starfox Financial Services, and JPMorgan Chase Bank. J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.

Jonathan Davis is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Briar Capital, JPMorgan Chase Bank, Amegy Bank/Zions Bancorporation, Merrill, Bank of America, Raymond James Financial, and LPL Financial. Outside of his advisory work, he is the owner and partner of Opulent Oasis Realty Acquisitions LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in assembling investable universes and recommending strategies.

Bryn Felitto is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within JPMorgan Chase Bank NA and JPMorgan Securities LLC. His prior experience also includes positions at BNY Mellon and Lightview Capital. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Virginia Baldwin is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside of finance, she is a freelance actor and model represented by an Austin agency, participating in local projects during weekends and evenings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support customized investment recommendations.

Klint Rhodes is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously spent 15 years at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Luke Evans is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior experience includes roles at Blue Barn Wealth, Nfp, and JPMorgan Chase Bank, N.A. He has been affiliated with Brigham Young University in various capacities over several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach supported by centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services primarily through its Institutional Consulting Services program.

Thomas Bulow is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His career includes roles at Morrison Labs, JPMorgan Chase Bank, and Chevron, as well as time as a student at the University of Southern California. 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 to inform recommendations.