Richard Dupont is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, First Republic Investment Management, and J.P. Morgan entities. Based in Palo Alto, CA, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2023. 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.

Harpreet Dehar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience spanning several roles at major financial institutions since 2014, including Wells Fargo Bank, First Republic Bank, and JPMorgan Chase Bank. Based in Palo Alto, CA, Dehar began with J.P. Morgan Securities in 2025. He is also employed by JPMorgan Bank, where he can offer bank products such as deposit and credit 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 focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Todd Duncan is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with J.P. Morgan Securities in Palo Alto, CA. His prior experience includes roles at First Republic Securities Company, Wells Fargo, and Enterprise Trust and Investment Company. 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 a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Yee is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, First Republic Bank, and Aflac. 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.

Cynthia Cougoule is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, First Republic Investment Management, and JPMorgan Chase. Outside of her advisory role, she maintains a notary public appointment in California. 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.

Afarin Haidari Kahkesh is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Qiao Li is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, Li worked at Citigroup/Citibank and Bank of Hebel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its recommendations.

Monique Garduno is a financial advisor with J.P. Morgan Securities LLC in Palo Alto, California. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework and offers a range of approved funds and strategies delivered on a non-discretionary basis.

Marci Rosenfeld is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and First Republic Investment Management. She serves as Vice Chair of the Board and Investment Committee at the Contemporary Jewish Museum. 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.

Mark Beach is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at First Republic Investment Management, Bank of America, and Merrill. Outside of his advisory role, he owns a for-profit investment business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager research, and customized performance reporting through a non-discretionary program. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a comprehensive range of advisory and brokerage services.

Gloria Infante is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Merrill and First Republic Investment Management prior to joining J.P. Morgan. 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's investment approach combines quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending strategies.

Dao Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citibank, Wells Fargo, and Guaranteed Rate prior to joining J.P. Morgan. His current role is based in Palo Alto, 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 an ESG eligibility framework to support client decision-making.

Carson Schmick is a Series 66-registered financial advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes positions at First Republic Investment Management and Northwestern Mutual Life Insurance Company. 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 in its recommendations.

Lindsay Adamson is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, First Republic Wealth Management, and JPMorgan Chase Bank. 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.

Sarah Freitas is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Citibank/Citigroup and LPL. 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 investment strategies.

Yubi Li is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. They hold Series 63 and Series 66 licenses and have worked at firms including Wells Fargo Advisors and First Republic Investment Management. Yubi is based in Palo Alto, 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products and strategies through its Institutional Consulting Services program.

Michael Anki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at First Republic Bank for six years and Andersen Tax for four years. 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 brokerage and investment management capabilities.

Vanessa Hubbard Vargas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, she was with MML Investors Services and MassMutual Life Insurance Company. 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 recommendations.

Nhi Nguyen is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds the Series 66 designation. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2023, Nguyen worked at First Republic Securities Company and First Republic Investment Management. 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 in its recommendations.

Brian Hackmeister is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes a decade at Wells Fargo Clearing Services before joining J.P. Morgan in 2026. 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. The firm operates within the larger J.P. Morgan organization and offers a distinctive range of products and services, including security-based swap and futures commission merchant activities.

Swati Seth is a financial advisor at J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 designations with two years of industry experience. Prior to her current role at J.P. Morgan Securities, she worked at First Republic Bank and Chase Investment Services Corp. She is also an owner of a rental property, managing tenant needs and repairs outside of her advisory work. 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.

Brian Tucker is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at First Republic Securities Company and First Republic Bank. 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 brokerage, distribution, and investment management capabilities.

Michelle Ovalle is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work history includes roles at JPMorgan Chase Bank and First Republic Bank. 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.

Jose Casarez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including First Republic Bank and Bank of America/Merrill Lynch. Casarez is based in Palo Alto, CA. 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 strategies.

Theresa Rutledge is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Palo Alto, CA. Her prior experience includes roles at Merrill, Bank of America, and First Republic Investment Management. Outside of her advisory work, she is an owner and private investor in ShopSense, a technology company focused on enhancing shopping experiences during broadcast and streaming events, and serves on the Endowment Committee of The Boys & Girls Clubs of the Peninsula. 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. The firm operates within the broader J.P. Morgan organization, offering a range of products including affiliate funds and specialized derivatives.

Katherine Ryan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Lazard Asset Management, First Republic Investment Management, and First Republic Securities Company. 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.

Pourya Naeimi is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining J.P. Morgan in 2026. He holds the Series 66 designation. 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 an ESG eligibility framework in its recommendations.

Aldo Severson is a CFP® professional with eight years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Palo Alto, CA. His prior roles include positions at First Republic Investment Management and Northwestern Mutual Wealth Management. Outside of his advisory work, he is a 50% owner of Happy Pals, LLC, a non-financial business involved in selling products online. 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.

Aaron Nichols is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at J.P. Morgan and First Republic Investment Management since 2012. Outside of his advisory role, he is a passive investor and partner in a hospitality venture centered on a winery in Napa, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary services through a select group of Wealth Advisors, applying an ESG eligibility framework when recommending strategies.

David Le is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at various JP Morgan affiliates since 2016 and was previously involved with GMGB, Inc. and Stella Boo Corporation, a dessert and drinks business. 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 approach.