Arturo Andrews Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, following prior roles at Merrill, Advisors Asset Management, Inc., and Banc of America Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and includes capabilities in derivatives and commodities.

Robert Heim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for two years before joining J.P. Morgan Securities in 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG frameworks, supported by affiliates that provide implementation and portfolio services.

Dylan Cobb is a financial advisor at J.P. Morgan Securities based in New Braunfels, TX. He holds a Series 66 designation and has industry experience beginning in 2024, including roles at New York Life and American Income Life. Outside of financial services, he has been involved with Superlative Formulas for several years and previously worked in construction with Darin Cobb Construction. 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 and fund searches, and customized performance reporting through a non-discretionary program.