Drew Bailey is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2010, with a brief tenure at Citigroup. 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 combines large institutional advisory operations with affiliated brokerage and investment management services.

Joshua Baxa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Permcap Investment Office and Northwestern Mutual. 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.

Lindsey Jones 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 JPMorgan Chase Bank and Legacy Mortgage Group. Outside of her financial career, she has been involved with the East Texas Aquatic Swim Club and Willowbrook Country Club. 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.

Gregory Sullivan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. He previously worked for Wilmington Trust M&T Bank for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. 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.

Thomas Adams is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Goldman Sachs and Morgan Stanley. Adams serves on the board of the National Kidney Foundation's Greater New York chapter, where he assists with fundraising and event organization. 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 recommendations.

Anamaria Bello is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, she held positions at Neiman Marcus, JPMorgan Chase Bank, First Republic Bank, Santander Bank, and Santander Mexico. 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.

Jason Howard is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to his current role, he worked at State Street Corporation and has involvement as an owner and partner of Sky Blue Properties LLC, a real estate 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 to guide investment recommendations.

Andres Avila is a financial advisor at J.P. Morgan Securities with two years of industry experience. He has held multiple roles within J.P. Morgan-affiliated entities, including J.P. Morgan (Suisse) SA and JPMorgan Chase Bank, N.A., and has prior experience at Bain Capital and MassChallenge. 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. The firm operates within the broader J.P. Morgan organization, offering a range of services on a non-discretionary basis.

Adrienne Rudkin is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at firms including White Leaf Provisions and Northcoast Asset Management. Rudkin was owner and partner of a financial wellness company, This Is Personal, Inc., which is currently in the process of being dissolved. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Adam Cooper is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 in New York, NY. 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.

Catherine Keele is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, JP Morgan Private Bank, PVH Corp, and Hikma Pharmaceuticals, as well as study at the University of Notre Dame. 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 combines large institutional advisory operations with market-facing registrations and functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Justin Leichter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Oppenheimer & Co., Dudley Realty Investments, and New York Community Bank (Flagstar). J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and a centralized due diligence process.

Roberto Lo Cascio is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank and Bank of America. His background includes a four-year period at Villanova University. 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.

Fabio Lindia is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2013. He holds Series 63 and Series 65 credentials. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Baynard is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2002. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Price 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 First Republic Bank. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Alexis Wagner is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with J.P. Morgan Securities, having joined in 2023 after six years at CitiGroup Global Markets Inc. 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.

Rafael Daher is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at DWS Asset Management and CITIBANK. 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 guide investment recommendations.

Carolina Sempere is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. She has worked at Banco Santander International and Florida International University prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers customized investment recommendations on a non-discretionary basis, combining an ESG eligibility framework with access to a wide range of fund strategies.

Marcela Nishikawa is a financial advisor with J.P. Morgan Securities based in New York, NY. She holds Series 63 and Series 65 licenses and has six years of industry experience, including roles at J.P. Morgan entities and Itaú International. She also worked at the University of Michigan earlier in her career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.