Lloyd Desenganio is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support investment recommendations.

Julian Duron is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to joining J.P. Morgan, he held various roles in the hospitality and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, 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 investment approach.

Delbert Secrist is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Financial Corp, First National Capital, and Wells Fargo Advisors. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Diogo Draese 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 Halbert Hargrove and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held various positions including a role at McDonald's and attended the University of California at Irvine. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Travis Poteet is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His work history includes roles at Wells Fargo and JPMorgan Chase Bank. Outside of finance, he owns an art, photography, and woodworking business. 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.

Brendan Wells is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at J.P. Morgan entities since 2018, as well as prior experience at Olympus Wealth Management, Investment Planning Solutions, and Northwestern Mutual. 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 manager due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

Mc Kenna Wegner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan in 2023, Mc Kenna worked at Paramount Global, Stranos Wealth Management, and has held roles outside the financial sector including positions at Redwood Construction Company and Donerg Mediterranean and Turkish Grill. Mc Kenna also has experience in education through work at Chapman University and Timberline High School. 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.

Regino Diaz is a CFP® professional affiliated with J.P. Morgan Securities in Irvine, CA, with 14 years of industry experience. He previously worked at Merrill and Bank of America from 1999 to 2018. Diaz is also involved in managing several residential real estate investment properties through ownership and partnership roles. 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. The firm delivers non-discretionary advice through a select group of wealth advisors.

Rachel Haly is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at Bernstein Institutional Services LLC, AllianceBernstein, and Wells Fargo. 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.

David Mader is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Bank USA and Wells Fargo Advisors. Since May 2025, he is also employed by JPMorgan Chase Bank, enabling him to offer certain deposit and credit products. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Eric Finch is a financial advisor with J.P. Morgan Securities in Irvine, CA. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including prior work at Goldman Sachs & Co. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within a broad financial services organization offering access to a wide range of products.

Sabrina Yang is a financial advisor at J.P. Morgan Securities in Irvine, CA, holding a Series 66 license with three years of industry experience. Her background includes roles at J.P. Morgan Chase Bank, Citibank NA, and the University of California. 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.

Brennan Mc Daniel 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 JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2021. His prior roles include positions at Voya Financial and Ariel Investments, as well as academic appointments at The University of Chicago. 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 affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Wilmington Games is a financial advisor with J.P. Morgan Securities, holding the ChFC® designation and Series 63 and 66 licenses, with 12 years of industry experience. He has worked at various divisions within JPMorgan Chase and J.P. Morgan Securities since 2013, as well as at Bank of America and Merrill. 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, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Michael Ramsey is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Nuveen Securities and JPMorgan Chase Bank. Ramsey is employed by both JPMorgan Securities and JPMorgan Bank, the latter offering a broad range of bank products and services. 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 support client investment decisions.

Lorna Rein is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding a Series 66 designation and 10 years of industry experience. She previously worked at Merrill and Bank of America Corporation from 2014 to 2022 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Katherine Gallardo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill and MUFG Union Bank. Gallardo is based in Irvine, CA. 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 investment recommendations.

Andrew Wang 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 Charles Schwab and JPMorgan Chase Bank, N.A. prior to his current role. 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.

Jennifer Schulman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon Wealth Management, Solis Capital Partners, and Citigroup Global Markets. 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.

Maryam Memon is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Wells Fargo NA and NAI Capital. Outside of her advisory role, she owns a web design and marketing business called The Manmh Group. 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 their investment recommendations.