James Anagnos is a financial advisor with J.P. Morgan Securities based in Mesa, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns two rental properties with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies including ESG considerations.

Eric Hines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A. and related entities since 2011. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations in its recommendations.

Margaret Mccoy is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Outside of her advisory role, she serves as treasurer on the board of the Perry High School Touchdown Club, a nonprofit booster organization supporting high school football. 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 process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for 15 years before joining J.P. Morgan Securities in 2022. Outside of his advisory role, Kirkham creates and publishes calming and relaxing videos on YouTube under the name "Calming Jedi." J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.