Dexter Greaves is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank in various roles since 2008, with a brief tenure at Charles Schwab & Co. Inc. from 2021 to 2022. 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. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Ian Creelman is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, where he has worked since 2021. His prior experience includes roles at Unwilling & Unstable LLC, Cedar Hill Capital Management, and Qnary 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Larry Zhang is a Series 66-registered financial advisor at J.P. Morgan Securities with three years of industry experience. He has held roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously worked in various positions including at American Airlines and Johnson Law Group. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Downham Jr. 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was employed at HSBC Securities and HSBC Bank USA. 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 combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside brokerage, distribution, and investment management capabilities.

Timothy Andersen is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ara Partners, NGP Energy Capital Management, Simmons Energy (Piper Sandler), Vaughan Nelson Investment Management, and Ernst & Young. 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.

Arslan Malik is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various financial services roles since 2016, including positions at Prudential Financial, Equitable Advisors, 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 strategies.

Jasmyn Love is a financial advisor with J.P. Morgan Securities in Houston, TX. She holds a Series 66 designation and has less than one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, Barclays, BlackRock, and several retail and service positions. J.P. Morgan Securities 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 incorporates an ESG eligibility framework in its investment recommendations.

Robert Eschweiler is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2006, also working at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Neha Smith is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Frost Bank, Frost Brokerage Services, and Frost Investment Services prior to joining J.P. Morgan. Outside of her advisory role, she occasionally assists with marketing for her husband's criminal defense law firm. 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 broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team.

Kathryn Thomas is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase since 2007. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brendon Dawson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan entities since 2006, including JPMorgan Securities LLC and JPMorgan Chase Bank NA, and previously spent a year at Morgan Stanley. 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.

Jeremy Frank is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Bank of America and Merrill Lynch. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team.

Madison Lauderback is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining J.P. Morgan in 2018, Madison worked at Hill + Knowlton Strategies and the University of Alabama Office of Advancement. 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 applying an ESG eligibility framework in their recommendations.

Ryan Spaulding is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Partner Solutions Capital Group LLC and The Hancock Firm. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Olivia Luque is a Series 66 licensed financial advisor at J.P. Morgan Securities in Houston, TX, with one year of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and has a background that includes academic involvement at the University of Florida. 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 recommendations.

Joshua Parker 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at Carolina Courtworks, Northwestern Mutual, and the University of North Carolina at Chapel Hill. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Prentiss Burt is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2001, with prior experience at JPMorgan Chase Bank, N.A. since 1996. He serves as an advisory committee member for The MBA Investment Fund, a private investment company managed by MBA students at The University of Texas at Austin. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining asset allocation advice, investment manager searches, and customized performance reporting. The firm offers advisory services alongside brokerage, distribution, and investment management capabilities through a large institutional platform.

Paige Hawley is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Morty, Inc. and JPMorgan Chase Bank, N.A. Additionally, she serves as a co-trustee of a family trust responsible for managing a life insurance policy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Sam Gentle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Houston, TX. He has been with J.P. Morgan since 2025, with prior experience at Kayne Anderson Capital and Pickering Energy Partners. Sam's background also includes four years at Texas A&M University. 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 broker-dealer and investment adviser registrations, delivering a comprehensive range of investment services.

Ivan Martinez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2022. His prior experience includes roles at Chase, Amazon.com, and the University of Houston. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending strategies.