Julia Fox is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and previously worked at Lord Abbett & Co LLC before joining J.P. Morgan. Fox has been affiliated with the University of Virginia for five years. 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 applies an ESG eligibility framework when recommending investment strategies.

Vanessa Lindley is a financial advisor at J.P. Morgan Securities with six years of industry experience. She has worked at Bernstein Private Wealth and JPMorgan Chase Bank, N.A. She is also the founder of The Lindley Consulting Group LLC, a project management firm specializing in SAP financial implementations for clients in financial services, pharmaceuticals, and consumer packaged goods. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kathleen Beck is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including JPMorgan Chase Bank and PNC Wealth Management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Alexis Davitashvili 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 Moody's Corporation and TruGreen Limited Partnership. J.P. Morgan Securities 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 applies an ESG eligibility framework when recommending investment strategies.

Cristobal Pedro Halffter Zobel De Ayala is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he was associated with JPMorgan Private Bank and JPMORGAN Chase Bank, N.A. He also has an academic background from Wake Forest University. 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 institutional advisory operations with brokerage and investment management capabilities.

Isabella Arege is a financial advisor with J.P. Morgan Securities in New York, NY. She holds Series 63 and Series 66 licenses and has experience working at Pimco and Hugo Boss Fashions, Inc., as well as academic roles at the University of Southern California’s Marshall School of Business. She also worked briefly at COREPower Yoga. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Jason Bowman is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and three years of industry experience. Before joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank and OhioHealth, and he has an academic background from The Ohio State University. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Salem Alemayehu is a Series 66 registered advisor with J.P. Morgan Securities in New York, NY, with two years of industry experience. Prior to joining JPMorgan Securities and JPMorgan Chase Bank in 2024, he worked at the Lasha Hammett State Farm Agency for three years and attended Georgia State University. 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 applying an ESG eligibility framework in its recommendations.

Devin Fitzgerald is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in New York, NY. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and previously spent six years at Goldman Sachs & Co. 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 due diligence and an ESG eligibility framework in its recommendations.

Federico De La Garza Gonzalez is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and has been involved with WF Trading LLC since 2015, although the entity is currently inactive. Outside of his advisory role, he owns FDLG Corp, LLC, a company involved in real estate leasing. 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. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jeremy Friedman is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. 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 investment recommendations.

Matthew Connor is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, the University of Texas, Toyota Motor Credit Corp, and the PGA Tour. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework. The firm delivers non-discretionary advice via a select group of Wealth Advisors, focusing on approved funds and strategies.

Makena Kiara is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, along with prior experience at Columbia University and other institutions. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of investment products.

John Luger III is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior roles at Tolleson Wealth Management and Merrill Lynch. 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.

Todd Brown is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Juan Mendoza is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley before joining J.P. Morgan. Mendoza is based in New York, NY. 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 incorporates an ESG eligibility framework in its investment recommendations.

James Liosi Jr. is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His work history includes multiple roles within JPMorgan Chase Bank, N.A., as well as employment at Weymouth Country Club and Ken Ganley Kia. 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 applies an ESG eligibility framework when recommending investment strategies.

Jade Moses is a Series 66 licensed advisor at J.P. Morgan Securities in New York, NY, with four years of industry experience. Prior to joining JPMorgan Securities LLC in 2022, Jade was employed at JPMorgan Chase Bank, NA starting in 2020. Jade attended Middlebury College from 2016 to 2020. 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.

Tashi Sarhan is a financial advisor with J.P. Morgan Securities based in New York, NY, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and JPMorgan Securities dating back to 2010. He serves as a board member of Culture For One, a nonprofit organization providing arts access to children in foster care, where he participates on the Finance Committee and leads efforts to raise the organization’s profile. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes ESG criteria in its recommendations and offers a range of investment solutions through registrations and affiliations that extend its access to various product types.

Annie Rodriguez is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. 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.