Andrew Hayes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also affiliated with Jpmorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting 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 strategies.

Kathryn Odama is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and joined the firm in 2026. Her prior experience includes roles at JPMorgan Chase Bank, Ernst & Young, and various positions at The University of Texas at Austin. 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 a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Samuel Blankenship is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He previously worked at UBS Financial Services for seven years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. 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 delivered on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Katrina Jensen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of her advisory role, she is an owner of Hattingh Development, a rental property business. 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 offers non-discretionary services delivered by a select group of Wealth Advisors and operates within the larger J.P. Morgan broker-dealer and banking organization.

Victoria Saab is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Banco Genial, and Ibiuna Investimentos. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Allison Jensen is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 10 years of industry experience. She previously worked at Citigroup for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. 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 capabilities.

Taylor Kopan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA, and J.P. Morgan Securities since 2023. He attended Bucknell University from 2020 to 2024. 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 to guide its recommendations.

Rafaela Levy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at ITAU Private Bank, Alphasights Inc, Monitor Deloitte, and JPMorgan Chase Bank, N.A. She completed her undergraduate studies at the University of California. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Alejandra Gomez Perez 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 J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and UBS. 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.

Mark Di Pierro is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. His work history includes roles at Merrill Lynch and JPMorgan Chase Bank, N.A. He has also been affiliated with Loyola University Maryland and various country clubs. 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.

Richard Gargiulo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs, MML Investors Services, Lenox Advisors Inc, and Mass Mutual Life Insurance Company 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Gregory Curran is a financial advisor with J.P. Morgan Securities in New York, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at iCapital and several other firms. 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.

Madeline Class is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018. Prior to her current roles, she spent time at the Kellogg School of Management and Northwestern University. 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.

Angel Shi is a financial advisor at J.P. Morgan Securities with one year of industry experience. Angel holds a Series 66 designation and has worked at JPMorgan Chase Bank and Columbia University. 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.

Luis Hernandez 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 J.P. Morgan Securities since 2025. Prior to this, he was employed at Jpmorgan Chase Bank, N.A. for five years, Soltage for one year, and Westside Family Healthcare for five years. 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.

Reed Cart is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked in various roles within JPMorgan Chase entities since 2020 and has held positions outside the financial sector, including work at OSU Library Security and Corepower Yoga. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Michael Chew is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at Jpmorgan Chase Bank, Western Digital Corporation, Rimrock Capital Management, and Boston College. 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. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

John Paxos is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2010, including a decade with JPMorgan Chase Bank, N.A. 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 when recommending strategies.

Jimmy Lomas is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and three years of industry experience. His prior work includes roles at JP Morgan Private Bank, Lockheed Martin Corporation, and AHL Investment Management. 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 institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Brian Duff is a CFA charterholder with 24 years of industry experience, currently serving at J.P. Morgan Securities LLC. He has been with JPMorgan Securities since 2007 and also holds roles at JPMorgan Chase Bank NA and BCBD LLC. Outside of his advisory work, he manages a single-member LLC that owns and maintains a beach house. 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 capabilities with affiliated brokerage and investment management services.