Kyle Howard is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Cushman & Wakefield and Paramount Group, Inc. J.P. Morgan Securities 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 and an ESG eligibility framework. The firm delivers services on a non-discretionary basis with clients retaining final decision-making authority.

Zachary Remsen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he held roles at Newbrook Capital, Activate Consulting, and the National Football League. He is an angel investor in Whoop, Inc., a health and wellness company founded by a close associate. 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. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Jessica Slade is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously served in the Army for six years. Slade’s background also includes roles at the University of Pennsylvania and Leaseclub. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering tailored asset allocation advice and manager searches through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Kevin Sherman is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Based in New York, NY, Sherman holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a comprehensive advisory platform supported by an in-house manager solutions team and centralized due diligence.

Gray Broaddus is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Compensation Advisory Partners and JPMorgan Chase Bank. 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 through a process that combines quantitative modeling with centralized due diligence and an ESG eligibility framework.

Samuel Franchi is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., along with prior positions at Amazon Inc. and The Walt Disney Company. 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.

Daniel Correia is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Citigroup for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Fafa Segbefia is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She has been with the J.P. Morgan organization since 2017, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of finance, she is involved in an e-commerce business focused on interior design and beauty content through a personal social media profile. 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.

John O'Hara is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Barclays and the Federal Reserve Bank of Richmond. J.P. Morgan Securities 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 incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Kara O'Connell is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan entities since 2017. Prior to her advisory career, she attended Villanova University. 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 recommendations.

Sean Scrudato is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with J.P. Morgan entities since 2014, including J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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 advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Timothy Distler Jr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. He has worked at J.P. Morgan entities since 2017 and has involvement with the SUNY Oneonta Student Association during his earlier career. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling, centralized due diligence, and an ESG framework to guide non-discretionary advisory services.

Jiayi Wang is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with less than one year of industry experience. Their prior work includes roles at JPMorgan Chase Bank, Capital One, and academic positions at the University of Maryland’s Smith 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 for investment recommendations.

Katherine Yau is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup, Nomura, and Bridgebio. 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.

Grace Harris is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Outside of finance, she has held roles at the Eagles Mere Athletic Association. 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.

David Hirschhorn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Private Bank and Crestone Capital. 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Lillian Crocker is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Harris Williams, and The PNC Financial Services Group, as well as involvement with organizations such as Vanderbilt University, Cyclebar, and Richmond Ballet. 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 services on a non-discretionary basis through a select group of Wealth Advisors.

Nicolas Steiner is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. 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 uses quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Francisco Yanez is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers access to a broad range of investment products, including those related to swap-dealer activities.

Catherine Devens is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Her prior roles include positions at PeakSpan Capital, The Bay Club Company, Stella & Dot, and Caribou Coffee Co Inc. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.