Eileen Kurth is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. since 2024. Prior to this, she spent a decade at KeyCorp and its affiliates and served 12 years with the Seattle Mariners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking advisory approach.

Yelena Alhadeff is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Susan Barnett is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank, N.A. and related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence and incorporates ESG considerations within a broader range of derivatives and commodities capabilities.

Stephen Jimenez is a financial advisor with J.P. Morgan Securities in Mercer Island, WA, holding Series 63 and Series 66 licenses. He has four years of industry experience and has worked in various roles at J.P. Morgan Securities, JPMorgan Chase Bank, and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, 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 build model asset allocations, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Yan Jiang 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 several firms, including Merrill, Bank of America, Cetera, and East West Bancorp. Outside of his advisory role, he is a co-owner of a family real estate LLC. 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 through a non-discretionary program supported by a centralized due diligence process.