Kerri Ma is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at J.P. Morgan Securities LLC since 2023 and has held various roles within J.P. Morgan Chase Bank since 2020. 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.

Ravi Patel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with JPMorgan Chase Bank and JPMorgan Securities since 2022, with prior experience at New Century Investments. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Robert Diehl is a CFA® charterholder with 15 years of industry experience, currently serving at J.P. Morgan Securities in New York. He has worked at J.P. Morgan Securities since 2010 and at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is a director and Chair of the Finance Committee at Xavier Mission Inc., a community outreach organization. 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.

Jenna Epner is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019. Jenna also spent time at the Ross School of Business and the University of Michigan. 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.

Neil Singh is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. 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.

Josemaria Hernandez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previous experience with JPMorgan Chase Bank, Mullen Real Estate Capital, and Onvo. Hernandez studied at the University of Pennsylvania from 2020 to 2024. 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’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Sophia Norouzi is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at AKG Christie's International Real Estate. Sophia studied at Washington University in St. Louis from 2021 to 2025. 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.

Rachel Bullis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at Goldman Sachs and The Ayco Company. Bullis is involved with multiple business entities alongside her advisory role. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its recommendations and offers non-discretionary advisory services.

Thomas Molloy is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Emma Lock is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously with J.P. Morgan International Bank in London from 2014 to 2018. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework when recommending investment strategies.

Connor Mckinney is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes a role at Braveup from 2022 to 2024. 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 these services on a non-discretionary basis and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stella Lindfors is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held positions at JPMORGAN Chase Bank, Dartmouth College, Goodwin Procter LLP, Checkout.com, and Wellington College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gisselle Arias is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having two years of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, NA and Engen, as well as employment at the University of Maryland, College Park. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services 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.

Erick Bruno is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience at major firms including Credit Suisse AG and UBS Switzerland. He has been with J.P. Morgan entities since 2023. Outside of his advisory role, he is a shareholder in a guest house business in Portugal. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, combining asset allocation advice and customized reporting with affiliated brokerage and investment management capabilities.

Konstantina Fragkou is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 63 and Series 65 credentials and has worked in various roles at JPMorgan Chase Bank and JPMorgan Securities since 2018, with prior experience at UBS France and other firms. 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.

Macy Perrins is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Columbia Capital, and the U.S. Senate Office of Senator Mark Warner. 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 recommendations.

Fiona Risom is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 65 designations and has been with J.P. Morgan entities since 2018. Earlier, she participated in outreach programs at Bucknell University and had a brief affiliation with the American Yacht 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 an ESG eligibility framework to support its recommendations.

Scott Travers 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 been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2008. Outside of his advisory role, he is a partner in Vivvi Inc., a startup providing early childhood educational services. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Issaga Sokhna is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials with five years of industry experience. He has been with J.P. Morgan Securities since 2023 and previously worked at J.P. Morgan Chase Bank NA starting in 2006. J.P. Morgan Securities LLC 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.

Jessica Pacheco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She has held roles across various divisions of JPMorgan Chase since 2017. Prior to her career in finance, she worked at Rutgers University Office of Housing for three years. 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 integrates institutional advisory capabilities with brokerage and investment management functions, delivering services on a non-discretionary basis.