Alexander Wilson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously at Guaranteed Rate Inc, Caliber Home Loans Inc, Homebridge Financial Services, and Prospect Mortgage. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 recommendations.

Ryan Kilgore is a Series 66-licensed financial advisor with J.P. Morgan Securities in Irvine, CA, with two years of industry experience. His background includes work in recreation and athletics at UC Merced and a brief tenure at Adidas. 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.

Ryan Brown is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked for Bank of America/Merrill Lynch for 15 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026. Outside of his advisory role, he co-owns a bin cleaning business and is the author of a children’s book, which he published and sells online; he also maintains a blog focused on camping in California. 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 incorporating an ESG eligibility framework in its investment recommendations.

Maria Bravo Murillo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Morgan Stanley/E*Trade/HarrisDirect and Bank of America/Merrill Lynch. Outside of her advisory role, she serves as a board member on the fundraising committee for the Jose Valdes Math Foundation, a charitable organization. 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, employing quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria in its recommendations.

Julia Toma is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Canterbury Consulting for four years. Outside of finance, she is involved in pageant coaching and design. 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 applying an ESG eligibility framework.

Andrew Wilhite is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. His background also includes a brief tenure with the Missouri House of Representatives and the Country Club of Missouri in 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Piers Ross is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Morgan Stanley/E*TRADE Securities LLC and Northwestern Mutual. Prior to his financial services career, he was involved with the United States Soccer Federation and Orange County Soccer Club. 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.

Neil Corse is a financial advisor at J.P. Morgan Securities in Irvine, CA, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Wells Fargo, and Citizens Securities, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that integrates quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Shirly Zhou is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Capital One Services and BlackRock, Inc. Outside of her advisory role, she is a passive investor and avid golfer involved with Studio Golf Newport LLC, a golf training studio opening in Newport Beach. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.

Andrea Sigler is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held positions at Wells Fargo Clearing 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Derick Roselli is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He previously worked at Ernst & Young LLP for nine years before joining J.P. Morgan in 2024. Outside of his advisory role, Roselli is involved as an independent contractor providing outsourced Chief Information Security Officer (CISO) services in the cybersecurity sector. J.P. Morgan Securities LLC offers institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, delivering 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, providing a broad range of advisory and brokerage services.

Nathan Fletcher 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 Chase Bank, NA and J.P. Morgan Securities LLC since 2024. Prior to joining J.P. Morgan, he was employed at Cowley Norberg Investments and Arete Capital. 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 brokerage, distribution, and investment management capabilities.

Sahar Louk is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, following roles at JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Audelina Munoz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank, N.A. since 2010, joining J.P. Morgan Securities in 2025. 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 when recommending strategies.

Bhavesh Gondha is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and Bank of America. 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 applies an ESG eligibility framework when recommending investment strategies.

Saroj Taengkaew is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. Saroj holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America. Outside of finance, Saroj has experience with businesses in the vegan food sector. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Kepner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Outside of his financial career, he owns and operates David Kepner Photography LLC, a small photography business he founded in 2011. 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 brokerage, distribution, and investment management capabilities.

Ryan Ptak is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked at Accenture, Google, Gartner, and held a position at the U.S. House of Representatives. He also completed his education at the University of Michigan Ann Arbor and the University of Texas at Austin. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Richard Boyd is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at New York Life Securities, Ameriprise Financial Services, and various other firms. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and an ESG eligibility framework to inform non-discretionary investment recommendations.

Michael Spoo is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at JPMorgan Securities LLC since 2016. 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 modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.