Margo Grandy is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Eagle Strategies, New York Life Insurance Company, Northwestern Mutual, Wells Fargo, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Hayden Jolley is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation. He began his career in the financial industry in 2025 and has prior experience working at technology and service firms including SentinelOne and Mozart Data. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, specializing in asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates ESG criteria when recommending investment options.

William Livingston is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 license and has held roles across several firms, including Ignite Power LLC, where he provides consulting services to assist low-income households in California with home battery programs. J.P. Morgan Securities offers 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 to its recommendations.

Christopher Asplin is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as co-trustee of a living trust. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Devon Huang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and work experience at the University of California, Irvine, and Ware Disposal INC. 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 support its recommendations.

Thomas Wunsch is a financial advisor with J.P. Morgan Securities in Irvine, CA. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A., the United States Space Force, and the Paul Merage School of Business at UC Irvine. 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 approach.

Jeffrey Palesano is a Series 66-licensed advisor at J.P. Morgan Securities with one year of experience at the firm. His industry background includes nine years at JPMorgan Chase Bank and seven years at Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers non-discretionary advice delivered by a select group of Wealth Advisors.

Charles Black is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2013 and previously worked at Highmark Capital Management, Inc. from 2002 to 2015. Outside of his advisory role, he serves as president of Landowners Oil Association, Inc., a family-owned oil and gas royalty business. 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.

James Salter is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2009. Prior to that, he worked at JPMorgan Chase Bank, N.A. from 2016 to the present. 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 applying an ESG eligibility framework in its recommendations.

Malinda Rice is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Franklin Templeton for 11 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. 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 operates within the broader J.P. Morgan broker-dealer and banking organization and is registered for several securities-related activities uncommon among peers.

Patrick Ryan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Christopher Lee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including City National Securities, Ameriprise, Merrill, 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.

Manjil Patel 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 firms including Fidelity, TIAA, Merrill Lynch, and Bank of America. Outside of his advisory role, he is the owner and partner of Patel Capital LLC, a real estate business. 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, delivering a comprehensive range of investment and advisory services.

Jing Sun is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan, Sun held positions at Charles Schwab, Carofin, LLC, and Elite Advisors, LLC. 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 recommend approved funds and strategies.

Kevin Barrow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017 and has served as a lacrosse coach for local youth teams. 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.

Matthew Grossbard is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Morgan Stanley, Wells Fargo Bank, and U.S. Bank. Grossbard has had two separate tenures at J.P. Morgan Securities and JPMorgan Chase Bank, spanning over a decade. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Dane Bettencourt is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His background includes service in the U.S. Army from 2015 to 2019 and roles at the University of Southern California and the Association of Volleyball Professionals. He has also been involved with the Orange Coast College Veteran Resource Center. 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wilhelmina Lo is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most. Her approach focuses on developing personalized strategies that address individual ambitions, including college education planning, executive compensation, equity compensation services, personal retirement planning, portfolio management, and retirement income. Wilhelmina brings 15 years of experience providing unique financial strategies and guidance, particularly in retirement and legacy planning, tax-efficient asset allocation, and maximizing equity compensation strategies. Fluent in English, Chinese, and Yue (Cantonese), she is committed to serving clients from diverse backgrounds with culturally aware and personalized financial guidance. Her professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Wilhelmina earned an Accredited Certificate from Hong Kong Shue Yan University. Outside of her professional work, Wilhelmina enjoys hiking, rock climbing, skiing, and spending time with her family.

Sarah Maymoun is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, LPL Enterprise, and New York Life Insurance Company. 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.

Bunyan Tom is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab. Outside of his advisory work, he provides notary services. J.P. Morgan Securities LLC offers 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.