Samuel Drever is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. 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.

Louise Armour is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 42 years of industry experience. She has been with J.P. Morgan Securities since 2008 and also works with JPMorgan Chase Bank, N.A. Outside of her advisory role, she is involved in several investment-related business activities, including managing and co-owning various LLCs related to real estate and agricultural ventures. 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, with recommendations made on a non-discretionary basis.

Robert Danion is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Danion serves as a board member on the Investment Committee for The King's Academy, a private educational institution, overseeing its endowment fund investments. He is also named successor trustee of the Brown Family Trust and serves as a personal representative and beneficiary for the McIlravy family accounts. 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 capabilities with brokerage, distribution, and investment management functions, delivering recommendations on a non-discretionary basis.

Jacob Webb is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Webb is based in Palm Beach Gardens, FL, and is employed concurrently by JPMorgan Securities and JPMorgan Bank, enabling him to offer both investment advisory services and certain banking products. 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 capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Cami Schumacher is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. She has been affiliated with JPMorgan Chase Bank and J.P. Morgan Securities since 2020, and previously worked at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary advisory model that combines quantitative asset-allocation and centralized due diligence, incorporating an ESG eligibility framework in its investment process.

Lynnae Atkinson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at Merrill Lynch from 2009 to 2018 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. She holds a Series 66 designation. 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 through a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Eric Olson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Palm Beach Gardens, FL. His prior positions include roles at Fidelity Brokerage Services and Amundi Pioneer Asset Management. 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.

Pehrson Szuluk is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual Investment Services LLC, and Morgan Stanley. 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 operates within the broader J.P. Morgan organization, offering a range of investment strategies approved through internal review processes.

Ruben Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2020, and previously at Merrill and Bank of America from 2015 to 2020. In addition to his advisory role, he is also employed by JPMorgan Bank, allowing him to offer bank products including deposit and credit services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, integrates an ESG eligibility framework, and offers services through a select group of advisors on a non-discretionary basis.

Lawrence Boytano is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and L&L on M Street LLC. He is also employed by JPMorgan Bank, where he offers various banking products alongside his advisory 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 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 decision-making authority.

Heather Anderson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Merrill and Chase Bank prior to joining J.P. Morgan. In addition to her advisory role, she is also employed by JPMorgan Bank, where she offers certain bank products and services. 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 institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain decision-making authority.

John Ver Bockel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes positions at Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory role, he serves on the board of the Wood Family Foundation and is a committee member of the Western Golf Association. 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 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.

Ethan Emma is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 34 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering 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, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Theodore Peroulakis is a CFP® and ChFC® credentialed advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously at Bank of America and Merrill from 2011 to 2020. He serves as a board member for both The Salvation Army and the Navy League of the United States, nonprofit organizations supporting community and military causes. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Charles Rodgers is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at First Republic Investment Management, First Republic Securities Company, and Wells Fargo. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Andrews is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has been with the firm and JPMorgan Chase Bank, N.A. since 2026. His prior work includes roles at Andrews Luther Webb Group, Girard & Associates, and experience running a business named Lindburgers. 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, which offers asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jayson Blake is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Fidelity Investments, Benchmark Performance Partners, and Gametime Sports Construction LLC, as well as service in the United States Army. He is employed by both JPMorgan Securities and JPMorgan Bank, where he can offer banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage and investment management capabilities.

Kim Fonseca is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Fonseca serves as a director on the executive board of the Boys and Girls Clubs of Palm Beach County, where she participates in managing investments for the organization’s unrestricted 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with centralized due diligence and an ESG eligibility process.

Brendan Ramusevic is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Palm Beach Gardens, FL. His prior roles include positions at Morgan Stanley, UBS, and First Republic Investment Management. In addition to his securities role, he is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. 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.

Christina Towery is a CFP® professional with 24 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2014. She holds Series 63 and Series 66 licenses and is based in Boca Raton, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.