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Oderah A
Series 66
Irvine, CA
J.P. Morgan Securities
Oderah Ahiligwo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Their prior work history includes roles at JPMorgan Chase Bank, LPL Financial, Benchmark Labs Inc, and the University of San Diego. 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.
Helen Z
Series 66
Irvine, CA
J.P. Morgan Securities
Helen Zhao is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo Advisors. Zhao also teaches part-time in the Personal Financial Planning program at UCLA Extension. 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 incorporating an ESG eligibility framework in its investment recommendations.
Nathaniel T
Series 63, Series 65
Irvine, CA
J.P. Morgan Securities
Nathaniel Ticman is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Wells Fargo, Bank of America, Merrill, and MUFG Union Bank. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.
Emily H
Series 66
Irvine, CA
J.P. Morgan Securities
Emily Hebert is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2018, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.
Naysan V
Series 66
Irvine, CA
J.P. Morgan Securities
Naysan Vahdat is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Merrill, Goldman Sachs Ayco, Wells Fargo Bank, and loanDepot. 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 offers non-discretionary services delivered by a select group of Wealth Advisors.
Drew S
Series 63, Series 66
Irvine, CA
J.P. Morgan Securities
Drew Stallings is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank before joining J.P. Morgan Securities in 2021. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers advisory services alongside affiliated brokerage and investment management capabilities.
Toben T
Series 63, Series 65
Irvine, CA
J.P. Morgan Securities
Toben Torres is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and Trupath Financial. 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 when recommending strategies.
Thomas N
Series 66
Irvine, CA
J.P. Morgan Securities
Thomas Nesan is a financial advisor at J.P. Morgan Securities with the Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Flemings, RSM, and Great Pacific Securities, as well as working at 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 an ESG eligibility framework to recommend investment strategies.
Andrew M
Series 66
Irvine, CA
J.P. Morgan Securities
Andrew Muniz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes eight years at Bank of America/Merrill Lynch and two years at Docs Done Right. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Tarek A
Series 63, Series 66
Irvine, CA
J.P. Morgan Securities
Tarek Alabdullah is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several roles within J.P. Morgan and Bank of America since 2014. J.P. Morgan Securities 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 when recommending strategies.
James K
Series 66
Irvine, CA
J.P. Morgan Securities
James Kilgore is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, NA, UCLA Residential Life, and Lj & Associates. 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 inform recommendations.
Samuel M
Series 63, Series 66
Irvine, CA
J.P. Morgan Securities
Samuel Moore is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, Moore has held various roles across hospitality, retail, and apparel businesses. 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.
Garry A
Series 63, Series 66
Irvine, CA
J.P. Morgan Securities
Garry Argueta is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses. He has experience working at several firms, including Northwestern Mutual and AAA Life, and has been with J.P. Morgan Securities since 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver these services.
Antonio A
Series 63, Series 66
Irvine, CA
J.P. Morgan Securities
Antonio Aguilar is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 certifications. His prior roles include positions at Morgan Stanley and Vanguard. Outside of finance, Aguilar has experience as a contractor in the automotive and transportation sector through Ubereats. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice 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 investment strategies.
Corey H
Series 63, Series 66
Irvine, CA
J.P. Morgan Securities
Corey Hammond is a financial advisor at J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining J.P. Morgan, he worked at New York Life Insurance Co and NYLIFE Securities LLC. Before his finance career, he spent several years employed at various golf courses. 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.
David A
Series 63, Series 65
Irvine, CA
J.P. Morgan Securities
David Andrew is a financial advisor with J.P. Morgan Securities in Irvine, CA. He holds Series 63 and Series 65 designations and has 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also worked at JPMorgan Chase Bank, N.A. starting in 2025. 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.
Christopher A
Series 66
Irvine, CA
J.P. Morgan Securities
Christopher Aoun is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2024. Prior to his current role, he worked at Fidelity Brokerage Services and Fidelity Investments. Outside of financial services, he is engaged as a data entry clerk for KTLA Medical Management Inc. 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 delivers these services alongside its brokerage and investment management capabilities.
Tara A
Series 66
Irvine, CA
J.P. Morgan Securities
Tara Abrams is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Voorhees Family Office Services and JPMorgan Chase Bank. 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 in its recommendations.
Jesus C
Series 63, Series 66
Irvine, CA
J.P. Morgan Securities
Jesus Cabrera Galindo is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Wells Fargo and Bank of America. He currently serves clients through J.P. Morgan Securities, which provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.
Savanah C
Series 66
Irvine, CA
J.P. Morgan Securities
Savanah Caires is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, N.A. and The Boeing Company. J.P. Morgan Securities LLC 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 and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of institutional investment solutions.
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