Yuan Yuan Li 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 been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2004. 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.

Emiliana Blessing is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Kering Eyewear and DC Advisory, as well as held a position at New York 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 team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

William Mangum is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Massachusetts Mutual Life Insurance Company and Baystate Financial. 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 recommendations.

Jessica Mark is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIBANK from 2015 to 2026 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026. 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 applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of financial products.

Thomas Hood is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and bringing five years of industry experience. His prior roles include positions at First Republic and Compass. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization and serves clients on a non-discretionary basis.

Timothy Sterling is a financial advisor at J.P. Morgan Securities with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs, Metropolitan Valuation Services, and New York University before joining J.P. Morgan Securities in 2021. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ashley Williams is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining JPMorgan Securities, Williams held roles at JPMorgan Chase Bank, Van Leeuwen, and Nike Inc., among others. 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 and ESG eligibility considerations. The firm’s advisory services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Vishal Khosla is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has ownership in a personal LLC established for holding investment real estate. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brian Mc Glynn 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 worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2015. 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 multiple market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Zachary Williams is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at Jefferies LLC and Vodafone. His background also includes roles outside finance, such as involvement with Manco and Manco Pizza and Uncle Bill's Pancake House. 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 operates within a large broker-dealer and banking organization, offering a range of investment strategies approved through internal review processes.

Storie Lynch is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior roles include positions at JPMorgan Chase Bank, N.A., Seven Mile Advisory, J. Crew, and involvement with the Boys and Girls Club of the Peninsula. 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 recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mariana Salamanca Cardona is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has worked at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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 applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization, offering a range of investment products and customized reporting on a non-discretionary basis.

Cailin Hooper 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. Hooper has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm employs an ESG eligibility framework when recommending investment strategies and offers non-discretionary advice through a select group of Wealth Advisors.

Achraf Chikar is a financial advisor at J.P. Morgan Securities with six years of industry experience. His prior roles include positions at Citigroup Global Markets and PNC Bank. Outside of his advisory work, he manages an online business selling rugs, handicrafts, and antiques. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary client decision-making.

Zachary Kim is a Series 66-credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., American Discovery Capital, Equitable Advisors, and Lockton Companies. 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 recommendations.

Isabel Altamirano is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, N.A. and Babson College. 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.

Henry Campbell is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He began his career with the firm in 2026 and has prior experience working at Keswick Hall and Wegmans Food Markets, Inc. 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 recommendations.

Jenai Patrick is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior experience outside the financial sector. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Timothy Reid is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC since 2012 and J.P. Morgan Chase Bank NA since 2016. 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 applying an ESG eligibility framework in its recommendations.

Michelle Slinn is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with brokerage and investment management capabilities.