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Arash J

Series 66

Los Angeles, CA

J.P. Morgan Securities

Arash Jahanbigloo is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and six years of industry experience. He has worked at several major firms, including UBS Financial Services, Wells Fargo Bank, and JPMorgan Chase Bank. 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 investment recommendations.

Wealth management Executive Founder/Business Owner
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Joel S

Series 66

Los Angeles, CA

J.P. Morgan Securities

Joel Simaie is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 credential and six years of industry experience. His previous roles include positions at Versa Capital Inc. and Wells Fargo. 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 in its investment approach.

Wealth management Executive Founder/Business Owner
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Ghazal B

Series 66

Los Angeles, CA

J.P. Morgan Securities

Ghazal Barjesteh 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 firms including Wells Fargo Advisors LLC, First Republic Securities Company, and JPMorgan Chase Bank. Outside of her advisory role, she works as an in-home caregiver for her mother through the California Department of Public Social Services. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Tal F

Series 63, Series 66

Los Angeles, CA

J.P. Morgan Securities

Tal Feldman is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Feldman is based in Los Angeles, CA. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Peter Y

Series 66

Los Angeles, CA

J.P. Morgan Securities

Peter Yanni is a Series 66-registered financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2026, and previously held roles at Bank of America, Merrill, and Citigroup/Citibank. 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.

Wealth management Executive Founder/Business Owner
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Alexandria O

Series 66

Los Angeles, CA

J.P. Morgan Securities

Alexandria Otto is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 license and has worked at JPMorgan Chase Bank, N.A. and JII prior to her current role. 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 strategies.

Wealth management Executive Founder/Business Owner
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Juanjie L

Series 66

Los Angeles, CA

J.P. Morgan Securities

Juanjie Long is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cetera and East West 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 affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jared W

Series 63, Series 65

Los Angeles, CA

J.P. Morgan Securities

Jared Weinman is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 designations and three years of industry experience. He previously worked at First Republic Investment Management and BNY Mellon Wealth Management. Jared serves as a board member of Growing Place, a nonprofit operating preschools and providing educational programs for early childcare teachers in Santa Monica. 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.

Wealth management Executive Founder/Business Owner
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Elizabeth R

Series 63, Series 65, Series 66

Los Angeles, CA

J.P. Morgan Securities

Elizabeth Rahn is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Northern Trust and AllianceBernstein. She serves as a trustee on the investment committee of Children's Hospital Los Angeles. 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.

Wealth management Executive Founder/Business Owner
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Daniel R

Series 66

Los Angeles, CA

J.P. Morgan Securities

Daniel Robledo is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, The Math Yogis, and American Business Bank. He also serves as an independent notary public in California. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Ebby K

Series 66

Los Angeles, CA

J.P. Morgan Securities

Ebby Kahen is a Series 66-licensed financial advisor with nine years of industry experience, currently serving at J.P. Morgan Securities in Los Angeles. She has worked within various J.P. Morgan entities since 2014. Kahen is also a board member of the Young Musicians Foundation, a nonprofit organization focused on providing music education to underserved communities in Los Angeles. J.P. Morgan Securities LLC delivers 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 recommendations.

Wealth management Executive Founder/Business Owner
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Zachary W

Series 66

Los Angeles, CA

J.P. Morgan Securities

Zachary Woolridge is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 credential and three years of industry experience. His previous roles include positions at Banc of California and involvement with Los Angeles Football Club. He serves on the boards of two nonprofits, Heart of Los Angeles and Breathe Southern California, contributing to investment and governance committees. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and delivers its services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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David P

Series 66

Los Angeles, CA

J.P. Morgan Securities

David Payne is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and various other firms. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Wealth management Executive Founder/Business Owner
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Miranda A

Series 66

Los Angeles, CA

J.P. Morgan Securities

Miranda Aparicio Rios is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Bacari, and Miller Ink Inc. She has also been employed in various positions outside finance, including in the restaurant sector. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Kai L

Series 63, Series 65

Los Angeles, CA

J.P. Morgan Securities

Kai Li is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at JP Morgan Chase Bank, JPMorgan Securities LLC, Goldman Sachs, State Street, and PricewaterhouseCoopers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of products including security-based swaps and futures commission merchant services.

Wealth management Executive Founder/Business Owner
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Edward G

Series 66

Los Angeles, CA

J.P. Morgan Securities

Edward Gowing is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Nksfb, LLC for ten years. 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.

Wealth management Executive Founder/Business Owner
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Natalie S

CFP®, Series 63, Series 65

Los Angeles, CA

J.P. Morgan Securities

Natalie Staples is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at J.P. Morgan Securities LLC. She has worked at J.P. Morgan since 2018 and previously held positions at UBS Financial Services and Merrill. 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, investment adviser, and commodity market registrations.

Wealth management Executive Founder/Business Owner
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Anna F

Series 63, Series 65, Series 66

Los Angeles, CA

J.P. Morgan Securities

Anna Farzam Pourdavoud is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley, RBC Capital Markets, and JPMorgan Chase Bank. Outside of her advisory role, she is an owner and partner of Eli Fox Hills, 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.

Wealth management Executive Founder/Business Owner
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Conner S

Series 66

Los Angeles, CA

J.P. Morgan Securities

Conner Stone is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Truist Advisory Services, Sun Trust Investment Services, and JPMorgan Chase Bank, N.A. Outside of finance, he works as a talent and model with Extreme Reach, participating in photo shoots, voice-over work, and commercials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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.

Wealth management Executive Founder/Business Owner
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Andreanna C

Series 66

Los Angeles, CA

J.P. Morgan Securities

Andreanna Crawford is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. Her prior work includes roles at J.P. Morgan Chase Bank, Traveler's Insurance, UConn Television, and the University of Connecticut. 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 investment approach.

Wealth management Executive Founder/Business Owner
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