James Atkins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, N.A., where he has been employed since 2003, and at Ameriprise for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broad derivatives and commodities capabilities.

Emmanuel Velazquez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., Regions Bank, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

John Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMORGAN Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Hector Martinez is a financial advisor with J.P. Morgan Securities in Kingwood, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and associated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.