Karl Koehler III is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Barclays Capital Inc. for 15 years. He 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 applies an ESG eligibility framework in its investment recommendations.

Laura Tonnessen is a financial advisor with J.P. Morgan Securities in New York, NY. She holds Series 63 and Series 65 licenses and has 10 years of industry experience, all with J.P. Morgan Securities and J.P. Morgan Chase Bank. 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.

Jaime Ruiz Saez is a financial advisor at J.P. Morgan Securities with the Series 66 credential and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., Babson College, bbva, and Ernst & Young. 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 and an ESG eligibility framework.

Bruce Addison is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2001. Addison also holds a titular role at Chatillon Realty Corp., a family investment company, where he is a director, officer, and partial owner. 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 manager due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

John Tabert is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials with four years of experience at J.P. Morgan and prior roles at James J Burns and Company and UBS Financial Services. He also has experience with Williams-Sonoma and the University of Miami. 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.

Michael Kelley is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials with 31 years of industry experience. He worked at Needham & Company, Inc. for 21 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, NA in 2018. 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.

Brian Mauthe is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, he spent 10 years at Citigroup. 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 strategies.

Emily Epstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A. Outside of the financial industry, she was involved with Kari-Out Company, LLC in 2022. 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 in its recommendations.

Farouk Almgharbel is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior roles include positions at Dimensional Fund Advisors and Bank of America Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Arnav Pulyala is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Private Bank. He completed his education at Indiana University, Bloomington. 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.

Emily Shiang is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase and Amazon among other organizations. 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.

Vincent Majors is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank and the University of Florida’s Business Career Services. Outside of finance, he has experience in retail and small business, including managing Boulevard Hair Boutique. 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 incorporates an ESG eligibility framework when recommending strategies.

Dylan Breitbart is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 registrations and has been employed with various J.P. Morgan entities continuously since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Aaron Dash is a CFP® with 12 years of experience in the financial industry. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2019, and previously spent five years at Bank of America and Merrill. He is based in New York, NY. 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. The firm delivers non-discretionary advisory services through a select group of Wealth Advisors and offers access to a broad range of investment strategies, including those available through affiliated entities.

Jayden Bendesky is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Capital One, and attended the University of Chicago from 2021 to 2025. 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 when recommending strategies.

Fabio Dorrejo 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 2016. 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 recommendations.

Alvaro Achon Cano is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2019. J.P. Morgan Securities LLC 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 and an ESG eligibility framework.

Christine Lanni is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. 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 investment recommendations.

Brianna Mc Coy is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Deloitte & Touche LLP and Georgetown 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Roy Meyer is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He began his career in the industry in 2025 after graduating from Boston 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.