Gloria Lou is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CitiGroup and JP Morgan Securities LLC prior to her current roles. 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 operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Erica White is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2022, following seven years at Clifford Swan Investment Counsel. 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, delivering a non-discretionary program where clients retain final decision-making authority.

Mark Fowler is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Bank of the West, and BancWest Investment Services. He is based in Pasadena, CA. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Felix Urena Jr. is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He previously worked for Citigroup Global Markets for 16 years before joining JPMorgan Securities and JPMorgan Chase Bank in 2023. He serves as a board member for LA Waterkeeper, a nonprofit focused on protecting and improving water quality in the Los Angeles area. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities.

Vartges Markarian is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 21 years of industry experience. He previously worked at Ascent Capital Management and U.S. Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers customized, non-discretionary advisory services.

Kyle Colburn is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Western Asset Management. 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 when recommending investment strategies.

Ricardo Marrujo Mexia is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Ladder Up Financial 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.

Tiffany Wenzel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA, US Bancorp Investments Inc, and JPMorgan Securities LLC. Outside of finance, she was involved in a personal business venture, T Wenzel Beauty, LLC, from 2018 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to 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 brokerage and investment management capabilities.

Frank Lee is a CFA® charterholder with 10 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities. His prior experience includes roles at Payden & Rygel and Miracle Mile Advisors, LLC. Lee is a board member of the Foundation for the Los Angeles Community Colleges, a nonprofit organization supporting higher education in the Los Angeles Community College District. 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.

Strauss Cooperstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and UBS, and has previous experience with WI Harper and Tencent Cloud. 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, distribution, and investment management capabilities.

Taras Polakoff is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His background includes roles at LPL Financial, the City of Irvine, and Premier Aquatic Services LLC. 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.

Nicholas Smith Sr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018, and previously at City National Bank from 2015 to 2018. 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.

Hyrum Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Moreton Asset Management and JPMorgan Chase Bank. Chen also spent time as an independent contractor and has experience associated with Brigham Young University. J.P. Morgan Securities LLC 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 a process that combines quantitative modeling and centralized due diligence.

Lukas Thiemann is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and academic involvement at the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support client decision-making.

Angele Ohannessian is a financial advisor with J.P. Morgan Securities in Pasadena, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at JPMORGAN Chase Bank, Equitable Advisors, and Express. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Devin Robinson 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 firms including Merrill and Bank of America. He serves as a board member for the South Pasadena Chamber of Commerce, participating in activities to support local businesses. 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 in its Institutional Consulting Services program.

Andrew Ochola is a Series 66 licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, the National Venture Capital Association, and Bloomberg L.P. 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.

Kimberly Condon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously spent six years at 5 Star Martial Arts. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Elizabeth Jensen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, based in Pasadena, CA. J.P. Morgan Securities LLC 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.

Anthony Hemawarman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Citigroup, Wells Fargo, and JPMorgan Chase Bank. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Dylan Bell is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at The Boys Room and held positions at JPMorgan Chase Bank, N.A. He also served on the City of Pasadena City Council for District 1 from 2020 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lauren Nettels is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having two years of industry experience. Her prior work includes positions at Capitol Ai and Murphy 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, utilizing quantitative asset-allocation modeling and centralized due diligence.

Katherine Brody is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and its affiliate firms since 2011. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Maria Pilar Pettys 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 several firms, including U.S. Bank Private Wealth Management, Comerica Securities, Wells Fargo Investments, and Natcity Investments. She is based in Pasadena, CA. 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.

Derek Iger is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Pasadena, CA. He has one year of industry experience, including roles in finance and technology, as well as ownership of Noble Films LLC. He has previous experience in the entertainment and storytelling sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that incorporates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ruitong Wang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Wang held roles at JPMorgan Chase Bank, American International Group, and China Minsheng Banking Corp., Ltd. Wang also attended the University of Southern California from 2021 to 2024. 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, combining large institutional operations with multiple market-facing registrations.

Helen Mah is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Caleb Hughes 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 JPMORGAN Chase Bank, N.A., and work related to Christian Assembly Church and Clemson University. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Adrian Curran is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he was involved with Charlemagne for 14 years, where he owned and operated an online import and distribution business specializing in wine, confectionary, and coffee. 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 deliver customized, non-discretionary advice.

Teresa Ping Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. 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 when recommending strategies.

Hagop Balabanian is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding a Series 66 designation and 9 years of industry experience. His prior roles include positions at Deutsche Bank Securities and City National Bank. Outside of his advisory work, he serves as President of his homeowners association board, overseeing maintenance and renovation projects. 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, with an ESG eligibility framework applied to recommended strategies.

Matthew Mirtahami is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at JPMorgan Chase Bank, Unionbanc Investment Services, MUFG Union Bank, City National Bank, and Wells Fargo. 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. The firm operates within a larger banking and broker-dealer organization and offers advisory services on a non-discretionary basis.

Malcolm Johnson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Deutsche Bank and Hybrid Securities Fund I. Johnson’s career includes multiple roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. J.P. Morgan Securities LLC 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 strategies.

Vincent Lawler is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and was previously with Sanford C. Bernstein & Co., LLC from 2010 to 2017. Lawler holds Series 63 and Series 66 credentials. He serves on the boards of Foothill Family, a nonprofit providing mental health services in the San Gabriel Valley, and the Natural History Museums of Los Angeles County, where he chairs the Audit & Risk Management Committee. 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 guide investment recommendations.

Nina Babayan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo and Chase Bank. 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.

Charles Manoukian is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Equitable Advisors and New York Life. Outside of finance, he has worked as a bartender at Forman's Whiskey Tavern. 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.

Gnel Khachatryan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, N.A., and healthcare provider Aveanna Healthcare. J.P. Morgan Securities LLC 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.