Jordan Trunk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. 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 uses a research-driven advisory process supported by centralized due diligence and offers capabilities in derivatives and commodities through specialized regulatory registrations.

Sarah Aly Mahrous is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at JPMorgan Chase Bank and PNC Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG criteria, and includes broader derivatives and commodities capabilities.