James Anagnos is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2013. Outside of his advisory role, he co-owns two rental properties with his wife. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities while delivering recommendations on a non-discretionary basis.

Eric Hines is a financial advisor with J.P. Morgan Securities in Mesa, Arizona, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Margaret Mccoy is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She 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. 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.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously spent 15 years with JPMorgan Chase Bank, N.A. 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 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, distribution, and investment management capabilities.