Roberto Pellico is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Goldman, Sachs & Co., INSAR, and GT Global. Outside of his advisory work, he manages 4spen LLC, a private company investing in local real estate projects. 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.

Eduardo Perez Balli is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at BlackRock and Grupo Financiero Actinver prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with both advisory and brokerage functions and delivers recommendations on a non-discretionary basis.

Ezra Rosado is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He has worked in various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his financial services career, he held positions in the restaurant industry. 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.

Alexis Heim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Goldman Sachs and held roles at several other firms. 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 brokerage and investment management capabilities.

Mitra Murthy is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, she worked at Christie's and The RealReal, and she has been involved with MM Art Advisory LLC. 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 investment approach.

Benjamin Womble is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC since 2022, with prior roles at Ink & Fern Capital LLC and JPMorgan Chase Bank, N.A. 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.

Marco Pena is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at American Airlines from 2014 to 2019. 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.

Carlos Gonzalez De Candamo Torres is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020, following a 16-year tenure at JPMorgan Servicios SA. Outside of his advisory role, he is a passive investor in a company that distributes safety footwear and workwear. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Eduardo Rihan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. He has been with the firm and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan Securities, he held roles at several firms including North Node Capital Management and Galileo Investment Management. 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.

Austin Cox is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Fidelity Investments and Statesman Business Advisors. Outside of his advisory work, he has experience in the hospitality sector, including a role at Willy’s Pub. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide its recommendations, which are delivered on a non-discretionary basis.

Michael Smith is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at UBS Financial Services Inc. Outside of his advisory work, Smith is a self-published author of a fantasy novel. 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.

Emily Park is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked with JPMorgan entities since 2014 and is a partial owner of Royal Park Place, LLC. 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 additional market-facing registrations and functions.

Alejandro Madero Falomir is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He previously worked at Dimanor from 2014 to 2018 and is also an owner and partner of EPL407 LLC, which manages a family-used apartment in Snowmass, Colorado. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized investment advice and reporting.

Joyce Weng is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Applied Materials, and the Evelyn Rubenstein JCC. 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.

Brady Fausnaught is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank since 2019. Prior to his career in finance, he was employed at Bullfrog Spas and Brigham Young 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jose Luis Rodriguez Arizpe is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously held positions at Metacap Asesores Independientes De Inversion and Vector Casa De Bolsa. 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 manager due diligence and an ESG eligibility framework.

Ignacio Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2008. Outside of his advisory role, he coaches MBA students in communication skills through a graduate leadership program. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into their investment recommendations.

Alexander Pliskin is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work history with JPMorgan Chase Bank, N.A. and BP Corporation. 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.

Philip Grove is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Comerica Bank from 2015 to 2020. He serves as a board member of the Christian Community Service Center, a Houston-based nonprofit organization providing services to the poor, hungry, and disabled. J.P. Morgan Securities LLC offers 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.

Jacob Hollander is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Northwestern Mutual and JPMorgan Chase Bank, as well as involvement with HL Property Ventures. J.P. Morgan Securities LLC 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.