Gabriela Calderin is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Jacksonville, FL, with seven years of industry experience. She has worked across various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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.

Kristine Walker 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 worked previously at Fidelity and VyStar Credit Union. Currently based in Jacksonville, FL, she has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Jesse Estrada 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 firms including Fidelity Investments and Strategic Advisers LLC. He is based in Jacksonville, FL. 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 in its recommendations.

Glenia Castellon is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank, CitiBank, and Ocean 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 manager due diligence and applying an ESG eligibility framework when recommending strategies.

Kristine Albano Santorelli is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Barclays Capital Inc., Lehman Brothers Inc., and Robertson Stephens, Inc. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. 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 applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Joseph Hannigan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he is a sports official with Mark Kedziora, an activity he has been involved with since 2000. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services 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.

Kristin Nourse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and Jpmorgan Chase Bank, N.A. since 2018. 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 institutional advisory capabilities with brokerage, distribution, and investment management services.

Jason Rhodes is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include work at Reditus Labs and JPMORGAN Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Edugie Ekuase is a Series 66 licensed financial advisor with J.P. Morgan Securities in Jacksonville, FL, with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Thrivent Investment Management. Outside of his advisory role, he has tutored finance and science courses through Varsity Tutors. 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 recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tim Mc Mahon is a Series 66-licensed financial advisor at J.P. Morgan Securities with experience at Morgan Stanley and J.P. Morgan Chase Bank. His background includes entrepreneurial activities such as operating Tims Hoops and involvement with the Danny Balderson Basketball Camp. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Antonio Kes is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Merrill Edge for four years and has held various roles in other industries, including construction and communications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and accesses a broad range of investment products through its unique regulatory registrations.

Timothy Guididas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Outside of his advisory role, he is an angel investor in a medical device development and manufacturing company, SteriTools, 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 in its recommendations.

Phillip Brunson is a financial advisor at J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 credential with four years of industry experience. His prior roles include positions at Hub Retirement & Wealth Management and Ameriprise Financial. He also provides administrative support to independent advisory firms such as Global Retirement Partners. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Jesus Urieta Jr. is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework when recommending strategies.

Lenaire Jones is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 certifications and has prior experience with Ally Financial, Bank of America, and Merrill Edge. Jones is based in Jacksonville, FL. J.P. Morgan Securities provides investment consulting and advisory services mainly 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 modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Phyllis Levario is a financial advisor with J.P. Morgan Securities in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2002, with a brief hiatus from 2021 to 2022. Outside of her advisory role, she operates as an independent contractor for Melaleuca, offering nutritional supplements to friends and family. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and customized reporting through a centralized due-diligence framework.

Tahirah Hamilton is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior roles include positions at Wells Fargo and Empower Retirement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized 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.

Anthony Cossio is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments, Wal-Mart, Amazon, and service in the United States Navy. 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.

William Rica is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley and GWFS Equities, Inc. He has also worked at JPMorgan Chase Bank, N.A. since 2026. 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.