Ahsan Baig is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience working with JPMorgan Chase Bank, N.A. since 2011. Baig is involved in a separate business venture, A&A Baig Ventures LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process incorporating quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Valerie In is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process includes centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and an ESG eligibility framework.

Alison Young is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She worked at AllianceBernstein L.P. and Sanford C. Bernstein & Co., LLC from 2015 to 2020 before joining JPMorgan Chase Bank NA and JPMorgan Securities LLC in 2020. Alison serves on the advisory board and finance committee of Planned Parenthood Gulf Coast. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research and incorporates an ESG eligibility framework.

Samuel White is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Robert W. Baird & Co. and IBM. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework.

Noah Nowlin is a financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2023, Noah worked at JPMorgan Chase Bank, N.A., Brinker International Payroll Co LP, and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence and includes ESG considerations.

Pablo Hernandez is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has held positions at Merrill and Bank of America, N.A., and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to entering the financial industry, he spent time at Texas A&M University Kingsville. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with client decision-making retained throughout.

Dean Parham is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including The Lubrizol Corporation and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Christina Pierce is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. She previously worked at UBS Financial Services and PaineWebber Inc. for 27 years before joining J.P. Morgan in 2019. In addition to her advisory role, she is also employed by JPMorgan Bank, where she can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates eligibility frameworks including ESG criteria.

Matthew Smith is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held positions at Bank of America, Merrill, USAA Investment Services Company, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Kristian Gomez is a financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Regions Bank. In addition to his advisory role, Gomez is involved with Crown & Valor LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates a range of strategies, including ESG criteria.

Herbert Williams is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill and Bank of America. Herbert is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence and incorporates quantitative and qualitative research with an ESG eligibility framework.

Emily Richardson is a CFP® certificant with 21 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. She has worked at J.P. Morgan Securities since 2012 and holds additional prior experience at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., Raymond James Financial, Morgan Stanley, and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a forward-looking, ESG-aware investment framework.

Mark Smelser is a financial advisor at J.P. Morgan Securities in Houston, TX, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan since 2001, including 14 years at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks as part of its strategy.

Jeffrey Bisotooni is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Equitable Financial Life Insurance and Aldine ISD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research with a broader derivatives and commodities capability in its investment approach.

Adam Davidson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, with prior experience at Wamu Investments. Outside of his advisory role, he is an investor in a composting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, including ESG considerations, supported by centralized due diligence and broader derivatives and commodities capabilities.

Roland Salazar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research with an ESG eligibility framework and broader derivatives and commodities capabilities.

Richard Kenner is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He previously worked at Merrill from 2006 to 2008 and has been associated with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations where applicable.

Craig Steury is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014, following three years at Wells Fargo Clearing. Outside of his advisory role, he co-owns Steury Trevino Management LLC, an entity involved in managing residential property remodeling and short-term rentals. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Arturo Fentanes is a financial advisor at J.P. Morgan Securities in Houston, TX, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, and he was involved with United Games, LLC from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Randal Jefferson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has held prior positions at JPMorgan Chase Bank, Wells Fargo Investments, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

Emad Hasan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has held roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2009 and is a partial owner and managing member of SJD Partners, LLC, where he is involved in business strategy and operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Pasha is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Morgan Stanley and Merrill. Outside of advisory work, he is an owner and partner in Cadre, a private equity real estate investment firm, and Alumni Ventures, a venture capital fund focused on university alumni investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and offers broader derivatives and commodities capabilities through related entities.

James Calcagno is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities since 2014, with additional experience at Bank of America and Merrill Lynch. Outside of his advisory roles, Calcagno spent three years with the Texas Association of Sports Officials. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Chao is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations in its recommendations.

Michael Stone is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with J.P. Morgan Chase Bank NA since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Bilal Alsaleh is a CFP®-designated financial advisor with over 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. He is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework in some recommendations.

Nicholas Moragne is a CFP® with 14 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. His work history includes roles at JP Morgan Chase Bank and Regions Bank, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, supported by centralized due diligence and an ESG eligibility framework.

Lauryn Champagne is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank (TX) since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Radostina Mims is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, and previously spent eleven years at Technipfmc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies.