Morisea Davis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Truist. Outside of her advisory role, she owns a retail business called P2P-180 in Wilson, North Carolina. 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.

Trisha Vo is a Series 66-licensed financial advisor with six years of industry experience, currently serving at J.P. Morgan Securities. Her career includes roles at Bank of America, Merrill, and City National Bank. She is based in Irvine, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Vanessa Hollon is a Series 66 licensed financial advisor with J.P. Morgan Securities in Irvine, CA, where she has worked since 2022. She has three years of industry experience and previously worked at JP Morgan Private Bank and JPMorgan Chase Bank, N.A. Her background also includes roles at the University of California - Los Angeles and MVP Security Systems. J.P. Morgan Securities LLC provides investment 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.

Khalid Eldadah is a Series 66-registered financial advisor with J.P. Morgan Securities, bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and has held positions at JPMorgan Chase Bank, Lyft, Uber, and Shariaportfolio, Inc. Outside of his advisory role, he is involved in operating vending machine businesses through Snack Smarter Vending LLC and KME Group LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program.

Vincent Mc Guinness Jr. is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Outside of his advisory role, he is the manager and owner of BOMAC, LLC, which owns personal assets, and serves as trustee of an irrevocable trust created by his parents. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Andrea Sanchez is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 credentials and two years of industry experience. Her background includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Morgan Stanley, and Mountain America. Prior to her financial services career, she worked in motorsports and the hospitality industry. J.P. Morgan Securities LLC provides investment advisory and consulting services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

James Donovan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at Citigroup Global Markets from 2015 to 2023. 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 applies an ESG eligibility framework when recommending strategies.

Naomi Kouyoumdjian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Her prior work includes roles at West Coast Propane and Wear Noya. J.P. Morgan Securities 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.

Scott Keifer is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2001 and has worked at JPMorgan Chase Bank, N.A. since 2016. He holds Series 63 and Series 65 designations. 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Marisol Cozza is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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 these services through a select group of Wealth Advisors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Timothy Strader 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 across various roles within JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2017. Prior to his financial services career, he was briefly employed at Southwest Airlines. 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 when recommending investment strategies.

Shayanna Hauck is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and one year of industry experience. She previously worked at New York Life/NYLIFE Securities LLC for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Lanan Clark is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Clark is based in Irvine, CA, and has been with J.P. Morgan Securities since 2020. 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.

Brett Jones is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab for five years. Outside of his advisory role, he is an owner and landlord of a rental property managed by a third party. 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.

Caleb Jorgensen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, N.A., Crewe Advisors, Oxford Wealth Management, and Brigham Young University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Bradley Todd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Pimco, Ernst & Young, and TCF Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Noel Ortega is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., where he has worked since 2025. His prior experience includes two years at Goldman Sachs and a background that includes time at The Ritz-Carlton Bacara and Cornell University. 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.

Gonsalo Barragan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his financial services career, he worked for the San Bernardino City Unified School District. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework when recommending investment strategies.

Tyler Dyson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked with firms including TD Ameritrade (now Charles Schwab), Bank of America, Merrill, and various title and escrow 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 an ESG eligibility framework to guide its recommendations.

Hyojoo Ryu is a financial advisor at J.P. Morgan Securities LLC with two years of industry experience. She holds the Series 66 designation and has prior work history that includes positions at Lenox Advisors and MassMutual Life Insurance Company. Outside of her advisory role, she works as a Reformer Pilates instructor at Neaumix Fit. 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.