Christopher Gallousis is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, his work history includes positions at Tarte Cosmetics, Archer Partners LLC, and Dobbs & Bishop Fine Cheese. 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.

Lucas Gomez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Private Bank and JPMorgan Chase Bank, N.A. Outside the financial sector, he has worked at Wildfork Foods. 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. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Cameron Ladd is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments, Silicon Valley Bank, and JPMorgan Chase Bank, N.A. Prior to his financial career, he held various positions including at DoorDash and Concord Public Schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when making investment recommendations.

Bee Ann Benson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs and JPMorgan Securities in multiple roles since 2008. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jackson Wallace is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs, Mondrian Investment Partners, and JPMorgan Chase Bank, N.A. He has also been affiliated with Drexel University for five years. J.P. Morgan Securities LLC 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 its recommendations.

Alex Wells is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. Outside of his advisory role, he has been involved with the Delaware Rush Soccer Club. J.P. Morgan Securities LLC 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 through its Institutional Consulting Services program.

Hannah Jones is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior experience includes roles at Citigroup, Barclays Bank UK plc, and First Ark Group. 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 an ESG eligibility framework in its investment process.

Christian Murray is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 credential. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to this, he worked at 84.51 LLC and attended the University of Notre Dame. 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 these services on a non-discretionary basis and combines institutional advisory operations with broker-dealer and investment adviser registrations.

Richard Waite is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Edstruments and University of Chicago. 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.

Marieke Nelis is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previous work experience at Skadden, Arps, Slate, Meagher & Flom, as well as involvement with General Catalyst / Rough Draft Ventures and Corepower Yoga. Outside of her advisory role, she is a beneficial owner of a partnership where she has no decision-making authority or trading discretion. 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 an ESG eligibility framework in its investment approach.

Roxana Garces is a financial advisor with J.P. Morgan Securities holding Series 63, 65, and 66 licenses and 18 years of industry experience. Her prior roles include positions at UBS Financial Services and Puente Servicios Financieros LLC. Outside of her advisory work, she has a minority ownership interest in a real estate investment company based in Barcelona. 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 an ESG eligibility framework in its investment approach.

Zachary Van Ysseldyk is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within the J.P. Morgan organization since 2018. Outside of finance, he is involved in a men’s dress shirt business called Zach Van Scott. 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 an ESG eligibility framework.

Christiana Ciaccio is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and three years of industry experience. Her work history includes multiple roles within JPMorgan entities since 2022 and earlier experience outside the financial industry with Scribe America and Skaneateles Country Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sneha Mahajan is a CFP®-certified financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at UBS Financial Services Inc. and Wellington Management before joining J.P. Morgan. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Andres Moncada is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and Grace Church School in prior roles. 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 when recommending strategies.

Caroline Beltz is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities, she had roles at JPMorgan Chase Bank and the University of Virginia. Outside of her advisory work, she is an owner and angel investor in Hurray's Girl Beer, a company targeting a female audience. 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. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Ana Sofia Goldstein Toscano is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at various institutions including JPMorgan Chase Bank, the Nanovic Institute for European Studies, and the University of Notre Dame. 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 investment recommendations.

John Kelly is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan entities since 2013. 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. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Meghan White is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co LLC, RBC Capital Markets, and Ayco, a Goldman Sachs company. Meghan also has experience outside finance with a role at Cocoaplant. 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 investment recommendations.

Mohamed Siani Keussom is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of experience. His work history includes multiple appointments at JPMorgan Chase Bank, N.A., interspersed with periods of unemployment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.