Jared Goldman is a CFP® with seven years of industry experience currently serving as a financial advisor at J.P. Morgan Securities in Los Angeles, CA. He has previously worked at UBS Financial Services, First Republic Securities Company, and First Investment Management, Inc. Prior to his financial career, he was involved with UCLA Athletics as a member of the UCLA Baseball team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized manager-solutions team. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Samuel Kim is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Los Angeles, CA. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his financial career, he is involved with Very Good Light, a cosmetics and skincare company, where he contributes as an employee on a limited basis. 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 to inform its recommendations.

Irma Deluna is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 63 designation and 28 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. In addition to her advisory role, she is also an employee of JPMorgan Bank, which allows her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stacy Eller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a previous role at Merrill. In addition to her advisory duties, she is also employed by JPMorgan Bank, allowing her to offer certain banking products and services. 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.

Avery Barth 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 First Republic Securities Company, LLC and First Republic Investment Management, Inc. Prior to his financial services career, he held roles at United Talent Agency, Fox Searchlight Pictures, 20th Century Fox, and International Medical Corps. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan banking and broker-dealer organization.

William Desser is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also serves as an employee of JPMorgan Chase Bank, N.A., enabling him to offer a range of bank products and services. 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, delivering recommendations on a non-discretionary basis.

Lauren Choo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2017. Prior to joining JPMorgan, she worked at Pediatric Therapy Network and Din Tai Fung. 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 portfolio recommendations.

Jacqueline Lazerus is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 designation and has worked at firms including First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. She is based in Los Angeles, CA. 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 affiliated brokerage and investment management capabilities.

Maziyar Ahmadi Kashani is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at J.P. Morgan Securities since 2016, following roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory career, he has been involved with The Hearts Man LLC from 2021 to 2025. 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.

Marilyn Velasquez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at JPMorgan Securities since 2018 and was previously with UBS from 2008 to 2017. Velasquez holds a Series 66 designation. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

William Shapiro is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. 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.