Collin Kulivan is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds the Series 66 designation. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Outside of his advisory role, he is involved in conducting baseball lessons in his local community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Chawki El Dahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Tulane University Freeman School of Business. He serves on the Board of Trustees of St. George's Episcopal School in New Orleans. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Carson Lucas is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Tailwater Capital LLC and JPMorgan Chase Bank, N.A. Outside of his advisory work, he owns Sloth Fits, LLC, an online consignment business specializing in secondhand clothing resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

William Meyers is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, AllerVie Health, Ryan LLC, and the Federal Trade Commission. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Siya Chelapurath is a financial advisor at J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation. Siya has one year of industry experience, with prior roles at JPMorgan Chase Bank and experience working at Tulane University and Inscopix Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with a focus on approved funds and strategies.

Larry Stoner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024, following prior roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

William Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities in New Orleans, LA. He has one year of industry experience and previously worked at First Horizon and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chris Fath is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has held roles at JPMorgan Securities LLC since 2006 and JPMorgan Chase Bank NA since 2017. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending strategies.

Manolo Baca is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Advisor Resource Council and Faubourg Private Wealth. His background also includes roles at Tulane University in the Chemistry Department. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

James Brown III is a financial advisor at J.P. Morgan Securities with 15 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 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within a larger financial organization and offers a range of investment products and strategies through this integrated structure.

Katherine Legardeur is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. She has been with J.P. Morgan Securities since 2008 and with JPMorgan Chase since 1996. Outside of her advisory role, she serves on the board of The Idea Village, a nonprofit organization supporting startup founders across the Gulf Coast, and is involved with Junior Achievement of Greater New Orleans Foundation as a board member and investment committee member. 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 delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program that relies on centralized due diligence and an in-house manager solutions team.

Steven Morgan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009 and previously worked at Merrill from 2003 to 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rudolph Ramelli is a CFP® professional with 13 years of experience in the financial industry. He currently works at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA, where he has been since 2018. His prior experience includes roles at Iberia Asset Management and Morgan Stanley. Outside of his advisory role, he serves on the Investment Committee as a board member for the United Way of Southeast Louisiana. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment process.

Marshall Barnett is a financial advisor with J.P. Morgan Securities in New Orleans, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes tenure at Capital One Securities, Inc., and ongoing roles with several investment-related entities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in portfolio construction.

Eamon Kelly is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan, he held roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and worked at Sarah Lawrence College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Madeline Kirby is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2017. Outside of her advisory role, she is a minority owner of Corner Post Enterprises, LLC, a real estate and construction consulting business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

David Howe Jr. is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2017, he worked at Strategic Investment Group for three years. Howe serves as a board member and treasurer for both the Preservation Resource Center, a nonprofit focused on historic preservation in New Orleans, and the local chapter of YPO Next Generation, a leadership community for chief executives. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized, non-discretionary advisory services delivered by a select group of Wealth Advisors.

Allison Lombardi is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including nine years at RBC Capital Markets, LLC, and currently works in New Orleans, LA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Austin Zaunbrecher is a CFA® charterholder with nine years of industry experience. He is currently with J.P. Morgan Securities in New Orleans, where he has worked since 2021. Prior to joining J.P. Morgan, he was employed at Hancock Whitney Bank for eight years. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Steen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jacob Baxter is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked with several firms, including Gulf Coast Bank & Trust and Cetera Advisor Networks. Baxter is based in New Orleans, LA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Trudy Ann Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Elise Investments, LLC, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Isabella Shaw is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and AllianceBernstein, and has academic experience at the Haslam College of Business at the University of Tennessee. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Caroline Mc Arthur is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked previously at several firms, including Naviangroup and Frisch Capital Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Reagan Lapeyre is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he held positions at Welltower and attended Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Caleb Cummings Dise is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Waterfront Wealth Management and Jpmorgan Chase Bank, N.A. outside of his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized performance reporting and manager searches while delivering services on a non-discretionary basis.

Michael Slatten is a Series 66-licensed financial advisor with J.P. Morgan Securities in New Orleans, LA, and has four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Iberiabank, and Bisso Towboat, as well as time spent at Tulane University. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Greenberg is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Bonavita III is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding the Series 63 and Series 65 designations and with 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent ten years at Capital One Securities. Outside of his advisory role, he serves on the board, executive committee, and finance committee of the Louisiana Children's Museum and is the assistant treasurer. He is also a partial owner of a fishing camp through Trout and Teal Club LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Aymond is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and New York Life Insurance Company. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Antonio Carbone is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and is based in New Orleans, LA. Outside of his advisory role, he serves on the board and finance committee of People's Housing+, a nonprofit affordable housing developer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Dorothy Clyne is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010, preceded by roles at Morgan Keegan & Company and Amsouth Investment Management Company. Outside of her advisory work, she serves as a treasurer on the board of her condominium association and acts as a director for a private charitable foundation focused on education, religion, conservation, healthcare, and youth activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Cristian Archaga is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Prior to that, he held roles at Hancock Whitney Bank and New Orleans Resources For Independent Living, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Zachery Meynard is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. He has worked at various firms including LCP Institutional, Cardea Capital, and Lakeview Capital Partners. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary services, with clients retaining final decision-making authority.

James Breaux is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His prior work includes roles at Argent Trust Company, Live Oak Bank, and Cardea Capital Group, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Cadres is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2026, following a prior tenure at New York Life from 2019 to 2026. Before entering the financial sector, he was involved with B&G Crane Service, LLC from 2012 to 2019. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommendations.

Timothy Springer is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. 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 incorporates an ESG eligibility framework when recommending strategies.