Gerardo Juarez is a financial advisor with J.P. Morgan Securities in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2005. Outside of his advisory role, he owns and manages JRZ Lures LLC, a fishing lure manufacturing business. 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 investment recommendations.

Armando Ortiz III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Ortiz is the owner of Y Fitness, a fitness apparel company, where he manages finance, marketing, and sales. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large institutional advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.