Katherine Snider is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022. Before entering the financial sector, she was involved with Fresh Prints and attended the University of Virginia. 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 investments.

Meredith Moshier is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and CFGI Tax Services LLC. 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 process.

Evan Janifer is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior roles include positions at Hightower Advisors LLC and UBS Financial Services Inc. 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.

Noah Karras is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and five years of industry experience. His prior roles include positions at BMO Harris Bank and Ariel Investments. 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.

David Streck is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2016. Outside of his advisory work, he is involved with Skyz Cats LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wenjun Liu is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan Securities, Liu worked at Shenwan Hongyuan Financing Services and Ernst & Young. 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 support its recommendations.

Carlos Luna Alvarez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Deutsche Bank in both New York and Frankfurt before joining J.P. Morgan Securities in 2025. 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 when recommending strategies. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Macarena Robert Mina is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Banco Santander and has been with J.P. Morgan entities since 2021. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Johnson is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at UBS and the National Bank of Kuwait. 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.

Karina Amaral is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at JPMORGAN Chase Bank, N.A. and WISS & Company LLP. 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.

Danielle Sobkin is a financial advisor at J.P. Morgan Securities with Series 66 accreditation and approximately one year of industry experience. She has held various roles at JPMorgan Chase Bank, N.A., and has academic experience at the University of California and UC Berkeley. 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 selecting investment strategies.

Ethan Jedson 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 JPMorgan Chase Bank, N.A., International Game Technology, and the University of Rhode Island Economics Department. 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 brokerage, distribution, and investment management capabilities.

Davon Barrett is a CFP® and holds a Series 66 license, currently working at J.P. Morgan Securities with five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he spent eight years at Francis Financial, Inc. 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 operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through its Institutional Consulting Services program.

Sarah Bower is a financial advisor at J.P. Morgan Securities with a Series 66 credential and four years of industry experience. Prior to joining J.P. Morgan, she worked briefly at UBS and has experience in several roles outside finance, including teaching and involvement with Bucknell University programs. Outside of her advisory work, she also works as a dog walker on weekends through Rover. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Rachel Kelland is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. She previously worked at Cambridge Associates from 2015 to 2019 before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework into its recommendations and operates with distinctive registrations that expand its access to a variety of product types.

Michael Michiue is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 registrations and two years of industry experience. His prior work includes roles at BNP Paribas and JPMorgan Chase Bank, N.A., as well as time affiliated with the University of Chicago Booth School of 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 in its advisory process.

Matthew Hoban is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at JPMorgan Chase Bank and Elevate Healthcare Marketing LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nana Kojo Okyere is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan entities since 2011, including over a decade at JPMorgan Securities LLC. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Anne Sylvester is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She has been with J.P. Morgan Securities since 2008 and has also worked at JPMorgan Chase Bank, N.A. since 2007. She holds Series 63 and Series 65 designations. 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 advisory services alongside affiliated brokerage and investment management capabilities.

Romina Gutierrez Zamora Amezcua 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, N.A. and CitiBank, along with experience outside the financial sector at Warby Parker and Häagen-Dazs. 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 recommended strategies.