Talia Gersch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with JPMorgan Chase Bank NA since 2010 and JPMorgan Securities LLC since 2008. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Plym is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2010. Outside of his advisory role, he serves as a director on the board of Boys Hope Girls Hope, a New York-based nonprofit supporting at-risk teens. 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.

Anelia Griffith is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 designations and having seven years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. 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.

Abigail Fox is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in various roles within JPMorgan Chase Bank and related entities since 2023. Her prior experience includes positions in digital marketing and retail. 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 incorporates an ESG eligibility framework in its recommendations.

Charlotte Turner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience in the industry. Prior to joining J.P. Morgan Securities, she worked at Bank of America/Merrill Lynch and held roles outside finance including at Breitling and Rolling Hills Country Club. 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 investment process.

Ross Halpern is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for eight years. Halpern 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.

Charles Martin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior roles include positions at Seven Investment Management LLP, Maseco Private Wealth, and Charles Stanley & Co. Limited. 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 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 investment strategies.

Andrew Corral is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025 and previously worked at Wells Fargo in 2024. Corral attended the University of Southern California from 2021 to 2025. 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.

Virginia Currie is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has been with J.P. Morgan since 2025. Her prior experience includes roles at JPMORGAN Chase Bank, N.A., and involvement with Texas Christian University and Montreat Conference Center. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Diego Saavedra Cachon is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Citi Private Bank from 2014 to 2017 and has been with various J.P. Morgan entities since 2017. 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 integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Liela Figleaf is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Ocean Road Advisors for eight years. Figleaf serves on the Board of Trustees and the Investment and Finance Committee of the Moms Helping Moms Foundation, a nonprofit providing essential supplies to underserved families in New Jersey. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and plan sponsors, delivering 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, providing recommendations on a non-discretionary basis.

Courtney Quinlan is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs. 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 applying an ESG eligibility framework when recommending strategies.

Gerard Marretta is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Spinnaker Capital Management, LLC, and Planning Alliance LLC. 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.

Helena Barrow is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked for eleven years at Bessemer Trust. 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 in its recommendations.

Alex Gaillard is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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.

William Wilson IV is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has one year of industry experience, including roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Charles Schwab. He also worked at Pine Cove and studied at Clemson University. J.P. Morgan Securities 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.

Jacobo Alvarez Martinez is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Kearney. 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 investment recommendations.

Alexander Katz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013. Katz also serves on the Finance and Investment Committee and as president of the alumni committee for The Allen-Stevenson School, a private boys' school in New York City. 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 offers services on a non-discretionary basis.

Kristine Rooney Granger is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 63 designation and has worked at several J.P. Morgan affiliates, including J.P. Morgan Wealth Management Solutions Inc. and J.P. Morgan Private Investments Inc. Outside of her advisory role, she has over two decades of experience with Jpmorgan Chase Bank, N.A. 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 investment strategies.

Juan Pardo Vargas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan affiliates since 2020. Prior to his financial career, he was employed at Brain Food and the International School Nido de Aguilas, and he attended Columbia University. 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. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.