Jared Smith is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He previously worked at Citigroup and Equitable Advisors before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. 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.

Samuel Fulmer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior experience includes roles at Wellington Management and teaching at Northeastern University’s D'Amore-McKim School of Business. 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 guide recommendations.

Eduardo Peralta Medina is a Series 66 credentialed financial advisor with two years of industry experience, currently with J.P. Morgan Securities in New York, NY. His prior work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Excel Republica Dominicana. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG eligibility in its investment recommendations.

Julio Alvarado is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Georgetown University. 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 multiple market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Sarah Wittpenn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, National Association, and various other positions outside the financial sector. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Livia De Luca Almeida 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 work history includes multiple roles at JPMorgan Chase Bank, N.A., and she attended Vanderbilt University 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 applying an ESG eligibility framework when recommending strategies.

Elizabeth Sundheim is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and totaling 13 years of industry experience. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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 in its approach. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Chad Karpoff is a financial advisor with J.P. Morgan Securities in New York, NY, holding two years of industry experience. He has been with J.P. Morgan Securities since 2024 and also works within JPMorgan Chase Bank, N.A., where he has been employed since 1999. J.P. Morgan Securities 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 when recommending strategies.

Ryan Selquist is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023 and has prior experience at Fcg Advisors and Clemson 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rafael Bardella is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has been with various branches of J.P. Morgan since 2012, including Banco JP Morgan S.A. and JPMorgan Chase Bank NA. He holds Series 63 and Series 65 credentials and 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, delivering asset-allocation advice, investment manager searches, and customized reporting through a combination of quantitative modeling and centralized due diligence.

Alessandra Koinoglou is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2019, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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.

Erika Oelkers is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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 offers non-discretionary services delivered by a select group of Wealth Advisors.

Madilyn Liston is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Goldman, Sachs & Co. and Cross Creek Advisors LLC. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Annie Brown is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Canaccord Genuity, as well as time spent at the University of California, Berkeley. 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.

Jair Hernandez Carrillo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has held positions at J.P. Morgan Securities since 2014, with a brief tenure at Morgan Stanley from 2025 to 2026. Carrillo holds Series 63 and Series 66 registrations. 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.

Sophie Bruskof is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at J.P. Morgan Chase Bank NA, JPMorgan Securities LLC, Revolve Wealth Partners, Charles Schwab & Co, and has experience working with nonprofit and municipal organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence and an ESG eligibility framework.

Yana Bhatia is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of experience. Her prior work includes roles at JPMorgan Chase Bank, Scotiabank, Crisil India - Standard & Poor’s Global, and Tbwa Worldwide. 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.

Jessica Lapinson is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She joined the firm in 2025 and has prior experience at RBC Wealth Management and JPMorgan Chase Bank, N.A. Outside of financial services, she has held roles in various service and gig economy positions. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Lauren Parisi is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has 10 years of industry experience and has been with J.P. Morgan Securities LLC since 2016. Based in New York, NY, she serves clients through the firm’s Institutional Consulting Services program. 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. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Alphonse Janvier Jr. is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and previously held roles at J.P. Morgan Chase Bank and 450 Putnam Avenue LLC. Outside of his advisory work, he is a silent investor and owner/partner in The Franklin, a wine bar in Brooklyn. 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 alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.