Christopher John Free is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2018 and with JP Morgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

Mohammed Bunyad is a financial advisor with J.P. Morgan Securities based in Novato, CA. He holds a Series 66 designation and has 21 years of industry experience. His prior work includes positions at Bank of the West, Wells Fargo Clearing, and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick Conroy is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials. He has been in the industry since 2024, with prior experience at New York Life and Equitable Advisors. Outside of his financial career, he has involvement with Rodney Strong Winery Estates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research to offer written asset allocation advice and investment manager searches.