Diego Fernandez is a financial advisor with J.P. Morgan Securities in Pearland, TX. He holds a Series 66 designation and has one year of industry experience. Before joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., and has previous experience with Equitable Financial Life Insurance and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Lassiter is a financial advisor with J.P. Morgan Securities based in Pearland, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at firms including LPL Financial and BBVA Wealth Solutions. Outside of his advisory role, he is involved as a mobile disc jockey and owner-operator of Any Occasion Entertainment and is a partner in an accounting services business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final investment decisions. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional advisors.

J Thomas Ybarbo is a CFP®-designated financial advisor with J.P. Morgan Securities in Pearland, TX, bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an entity he co-owns with his wife that invests in real estate and provides capital for equity stakes in existing businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a focused wealth advisory program that emphasizes written asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason Cancino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Chase Investment Services Corp. Outside of his advisory work, he is a general partner in Tools 4 Guys LLC, a family-run business producing tool reviews and DIY content. 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 integrates quantitative and qualitative research and may incorporate ESG criteria.

Dustin King is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he is an owner and partner in a farming business that raises Wagyu crossed beef cattle. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility where appropriate.