Andrew Luehs is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Gladstone Marlton, LLC/Peak Wealth Partners and LPL Financial. 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 services with brokerage, distribution, and investment management capabilities.

Jaime Moreno is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was involved with 40 Maple Leaf, LLC from 2014 to 2021 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2006. 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 institutional advisory with brokerage and investment management capabilities, delivering services on a non-discretionary basis while utilizing a centralized due-diligence framework.

Peter Bergren is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has been with J.P. Morgan firms since 2018, including roles at JPMorgan Chase Bank, N.A. Prior to his finance career, he worked at Crave Fishbar from 2015 to 2018. 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 integrates large institutional advisory operations with brokerage and investment management capabilities.