Conor Harty is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has held prior positions at LookLook, Newell Brands, and Emory University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through its broader regulatory affiliations.

Pietersen Sylvester is a Series 66-licensed financial advisor with one year of industry experience. He is currently with J.P. Morgan Securities and previously worked at Morgan Stanley Wealth Management and held roles outside the financial sector, including at Yext and in construction management. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Ali Darzi Larijani is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Open Invest Co., Matthew Zaheri Corporation, Plug and Play Tech Center, and Bloomberg L.P. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with an investment approach that may include ESG criteria and leverage derivative and commodities capabilities.

Ravindra Anaparti is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, along with prior experience at Rashi Ventures and Passport Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Nicola Ostrum is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with J.P. Morgan Securities since 2001 and has concurrently worked at JPMORGAN Chase Bank, N.A. since 1995. Ostrum serves as an Investment Committee member for El Camino Hospital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates ESG eligibility frameworks, with implementation services provided by affiliated entities.

Matthew Atkins is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked across various J.P. Morgan entities since 2015, including JPMorgan Chase Bank and JPMorgan Securities. 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. The firm’s advisory process integrates quantitative and qualitative research and includes access to derivatives and commodities capabilities.

Jim Lucas is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Bank of the West, HSBC Securities, Charles Schwab, and Morgan Stanley. Outside of his advisory role, he owns and manages a single-family rental property through a limited liability company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

John Froman is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and AllianceBernstein L.P. His current role spans over 10 years across several prominent financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Shruti Gauba is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Her prior experience includes roles at Merrill, Banc of America Investment Services, Inc., and Credit Suisse Securities (USA) LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach incorporates centralized due diligence and may include ESG eligibility frameworks.

Mary Plowden is a financial advisor at J.P. Morgan Securities with 23 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. Based in Palo Alto, CA, she provides institutional consulting services. J.P. Morgan Securities offers institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program uses a combination of quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Julius Scott is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 65 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Goldman Sachs & Co and Neuberger Berman BD LLC. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

John Lowenberg Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Btig, LLC for 20 years. He is based in Palo Alto, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence along with an ESG eligibility framework, delivering tailored recommendations within a non-discretionary program.

William Stricker is a financial advisor with J.P. Morgan Securities in Palo Alto, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. prior to his current position. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

Mary Warmbier is a financial advisor at J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 65 licenses with four years of industry experience. Her work history includes positions at J.P. Morgan Chase Bank NA, JPMorgan Securities LLC, and AllianceBernstein. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process integrates centralized due diligence with quantitative and qualitative research and may include ESG considerations.

Phaby Utomo is a CFP® and CFA® credentialed advisor with three years of industry experience, currently serving at J.P. Morgan Securities in Palo Alto, CA. Their prior experience includes roles at UBS Wealth Management and Bordeaux Wealth Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach supported by centralized due diligence and a manager solutions team.

Tingting Chen is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining J.P. Morgan Securities in 2024, she worked at Morgan Stanley, UBS Financial Services, and HSBC in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory approach integrates centralized due diligence with quantitative and qualitative research and includes an ESG eligibility framework.

Cathy Liu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2017. Prior to her career in finance, she was affiliated with Washington University in St. Louis for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Schloer is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Credit Suisse Hong Kong Ltd for eleven years. Outside of his advisory role, he holds a minority equity stake in Clinova Ltd, a private healthcare company. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Valerie Kuo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at firms including Stifel, Nicolaus & Co., Inc. and Jpmorgan Chase Bank, N.A. Valerie’s background also includes roles outside of finance, such as positions at UC San Diego and Rakuten Viki. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis, incorporates ESG considerations, and includes unique regulatory registrations related to derivatives and commodities.

Jacques Shepherd is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Palo Alto, CA. His prior experience includes roles at UBS Financial Services and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering 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.