Kasandra Schindler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2009 and also works with JPMorgan Chase Bank, where she offers a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

George Yezbak Jr. is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 24 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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 part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Rebekah Beekie is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing before joining J.P. Morgan in 2021. She is also an employee of JPMorgan Bank, enabling her to offer certain banking products alongside advisory services. 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 delivers non-discretionary advice through a select group of Wealth Advisors, with recommendations limited to approved funds and strategies.

Drew Yezbak is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2024, as well as experience with coaching and educational services. 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.

Victor Jimenez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Justin Pearson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he was associated with 97 Communications and the University of California, Santa Barbara, where he was also involved with the UCSB Baseball team. 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 investment recommendations.

Megan Lau is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, NA since 2010. 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 an ESG eligibility framework.

Claudia Lovell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and First Republic Securities Company, LLC. Lovell is based in Newport Beach, CA. 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 investment recommendations.

Joseph Dibuono is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at J.P. Morgan Securities in Newport Beach, CA, where he has worked since 2026. His prior experience includes roles at Merrill and CITIZENS Bank. 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.

Ahmed Lotfy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Effective May 2025, he is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer banking products and services in addition to investment advisory. 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. The firm operates within the broader J.P. Morgan organization and offers access to a diverse range of products, including security-based swaps and futures.

Michael Pitruzzello is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 an ESG eligibility framework.

Alexander Pluta is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked in various roles across the food and solar energy sectors. 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.

Karla Taylor is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. Outside of advisory services, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer, investment adviser, and commodity futures registrations.

Claire Durand is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with J.P. Morgan Securities in Newport Beach, CA, having previously worked at firms including First Republic Securities, Fidelity, Transamerica Financial Advisors, and USAA. Outside of her advisory role, she serves as a co-treasurer for her local elementary school’s Parent Teacher Association, managing budgeting and reimbursements. 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 customized investment solutions.

Russel De Remer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Credit Suisse Securities and Foreside Fund Services. He is based in Newport Beach, CA. 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 advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Tyler Gilmore 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2016. He was previously involved in land development through ownership roles in Pigeon Point Partners, LLC and Red Tail Ravine Partners, 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 investment processes.

Enrique Petrie is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Bank of America, and UBS Financial Services. Since 2024, he has been employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer bank products and services in addition to investment advisory. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Bruce Lyle is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes ten years with UBS Financial Services. Outside of his advisory role, he serves as Vice President of WJS Inc., a small family-run company that receives royalties from oil and gas interests. 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 incorporating an ESG eligibility framework in its recommendations.

Brianna Gonzalez is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms including Merrill, Bank of America, and Citigroup, and is also employed by JPMorgan Bank, where she can offer deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary advisory approach and incorporates an ESG eligibility framework in its investment recommendations.

Kyle Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2017, following five years at UBS Financial Services. In addition to his advisory role, he is employed by JPMorgan Bank, enabling him to offer certain banking products and services. 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 incorporating an ESG eligibility framework in its investment recommendations.

Michelle Wada is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and RBC Capital Markets. Since 2022, she has been employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with brokerage, distribution, and investment management capabilities. Their approach includes asset allocation advice and customized performance reporting delivered through Wealth Advisors, with recommendations made on a non-discretionary basis.

Lauren Vasquez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, combining institutional advisory capabilities with additional market-facing functions.

Paul Chen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and several other financial firms. Since 2022, he has been employed by both J.P. Morgan Securities and JPMorgan Chase Bank, where he can offer a range of banking products in addition to investment services. 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 when recommending investment strategies.

Matthew Lozano is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., First Republic Securities Company, LLC, First Republic Investment Management, Inc., and the Los Angeles City Employees' Retirement System. Prior to his career in finance, he was employed at Starbucks Coffee Company for nine years. 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.

Michael Schanna is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., having previously worked at First Republic Investment Management and Credit Suisse Securities. 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.

Christina Wolfe is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at First Republic Securities Company and HighTower Advisors. 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 through its Institutional Consulting Services program.

Anna Lam is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services Inc and Wells Fargo Clearing. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Travis Shirley is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Trang Vo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following four years at LPL Financial. J.P. Morgan Securities 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 in its recommendations.

Brian Witkowski is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 63 designation and 15 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Fletcher is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously worked at First Republic Securities Company and First Republic Investment Management. Fletcher serves as Trustee and Chair of the Investment Committee for the Laguna Beach Community Foundation, where he oversees the management of donor and agency funds. 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 capabilities with brokerage and investment management functions.

Kevin Lynn is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2003. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of wealth advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Mark Rehms is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Merrill, and UBS Financial Services. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services alongside his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary advice delivered by a select group of Wealth Advisors.

Ryan Niswander is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 designations and seven years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC, Prince Perelson, Veterans First Mortgage, and California State University. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside securities. J.P. Morgan Securities provides 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 on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Cheryl King is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2024. King serves on the board of directors for S&C Bear Investments Inc., a company focused on purchasing and managing residential real estate for rental income. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice with an ESG eligibility framework and access to a broad range of products and strategies through its affiliation with JPMorgan’s broader broker-dealer and banking organization.

Philip Pluta is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to clients such as 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 its advisory programs on a non-discretionary basis.

Maureen Flanagan is a CFA® charterholder with 16 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has previously worked at First Republic Private Wealth Management and related entities. Outside of her advisory role, she serves as Treasurer and Board Member of the charitable organization Serving People in Need and acts as a trained naturalist leading kayak tours for the Newport Bay Conservancy. 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 and delivers recommendations on a non-discretionary basis.

Alpa Vitale is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked previously at Stifel and 815-820 Company LLC. Vitale is concurrently employed by JPMorgan Bank, where she offers deposit and credit products in addition to her advisory services. 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 and offers a range of investment strategies approved through its internal review process.

Austin Mascorro is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank and Bank of America. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Jennifer Shin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. In addition to her advisory role, she is also an employee of JPMorgan Bank, which allows her to offer certain banking products and services. 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 brokerage and investment management functions, delivering services through a non-discretionary program where clients retain final decision authority.

William Caprine is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. since 2010. 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.

Damon Chinn is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at JPMorgan Chase Bank NA and has been with J.P. Morgan Securities since 2011. In addition to his advisory role, he is also employed by JPMorgan Bank, through which he offers certain deposit and credit products. 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 performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Blake Bertea is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer Asset Management and CIBC World Markets. Since 2016, he has been employed by both JPMorgan Securities and JPMorgan Chase Bank, enabling him to offer a range of banking products in addition to investment services. 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.

Johnathon Soria is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo and Northwestern Mutual. He is based in Newport Beach, CA. 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.