Aaron Friedman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and previously spent 13 years at TD Ameritrade in various capacities. Friedman is a passive investor in a financial services business called NorthMainLLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Roxanna Martinez is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. Her work history also includes a position at Chase Investment Services Corp. She is the owner of a real estate rental property. 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 focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence combining quantitative and qualitative research.

Alexander Mineros is a financial advisor with J.P. Morgan Securities in Montrose, CA, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMC BANK NA (Southwest) since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within a broad range of eligible strategies.

Mitchell Hedlund is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, Hedlund is involved in youth sports coaching, serving as an assistant coach for the varsity men's lacrosse team at Calabasas High School and as a summer lacrosse coach at Agoura High School. 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. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG frameworks where applicable.