Tiffany Roland is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2004 and also has a long tenure with JPMorgan Chase bank beginning in 2003. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Thomas Hensley III 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 worked at several firms including Merrill Lynch Wealth Management, JPMorgan Private Bank, and Shell Trading US Company. 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.

Cassandra Solari is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023. 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.

Chase Camarda is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan entities since 2015, including roles at JPMorgan Chase Bank and Surya Capital Partners. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

William Eidbo is a Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, with one year of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., and previously was employed at Invesco Ltd. Eidbo attended the University of Texas from 2021 to 2025. 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.

Akash Patel is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Brenham National Bank, and the University of Texas Southwestern Medical Center. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Ami Patolia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding the Series 66 designation. Patolia joined J.P. Morgan in 2025 with prior experience at KBR, Inc. and The University of Texas at Austin. 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 alongside affiliated brokerage and investment management capabilities.

Lee Banchetti is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., PNC Investments LLC, and Hitherlane Partners, LLC. He has worked at J.P. Morgan Securities since 2025. 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 recommendations.

Babatofunmi Adejuyigbe 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 JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. His prior experience includes roles at Nike Inc., Letsema Business Management Consulting, and Emory University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jake Kuharich is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wealth Enhancement Group and Starfox Financial Services. 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.

Barbara Salas Beltran is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She has worked at JPMorgan Chase Bank and JPMorgan Securities LLC since 2022. J.P. Morgan Securities LLC 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Frances Lummis is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting 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.

Carlos Lopez Doddoli is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Intercam Banco from 2015 to 2025. 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 team of Wealth Advisors.

Fernando Vizcaino is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. 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.

Aamir Hasanali is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked within various roles at JPMorgan Chase Bank NA and related entities since 2019, as well as prior experience at Mercer and Rice University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Brayden Kowalski 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 work includes roles at Raytheon Intelligence and Space and Cirrus Aircraft. 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 their recommendations.

Nicholas Kaldis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Disruptive Securities, Mohr Capital, and JPMorgan Chase Bank. Outside of his advisory role, he is an owner and limited partner in a Bed and Breakfast in Houston and a passive investor in an e-commerce business specializing in imported goods. 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, including an ESG eligibility framework.

Anthony Sanchez Rodriguez Lee is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Capital Group and Universal Music Group among other roles. His background includes positions both within and outside the financial sector. 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 to recommend qualified investment strategies.

Brigham Porter is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Oxford Wealth Management, Crew Advisors, and Drive Wealth Advisors, as well as various positions outside the investment industry. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and provides services on a non-discretionary basis.

James Dvoracek 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 JPMorgan Chase Bank, Management Solutions, Mercedes-Benz U.S. International, Blacks Market Table, and the University of Alabama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager and fund searches, and customized performance reporting 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.