Lucas Le Blanc is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Le Blanc is also involved with CLLEEN Energy, LLC and CLLEEN Energy Assets, LLC, where he holds ownership positions related to mineral royalties. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Christopher Wells is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. 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 that combines quantitative screening and qualitative research to build model asset allocations.

Mason O'hara is a Series 66 licensed advisor with J.P. Morgan Securities in Plano, TX, where he has worked since 2025. He has one year of industry experience and previously held roles at Gemini, Inc., Central State Bank, and other firms. Outside of finance, he has experience working at Finkbine Golf Course. 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 program’s advisory process integrates centralized due diligence combining quantitative and qualitative research and includes broad derivatives and commodities capabilities.

Natalie Pecha is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked in roles at Club4 Fitness, JPMorgan Chase, and Bibb Cunningham & Associates CPA, PLLC. 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 within a non-discretionary program.

Yanmin Young is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following initial experience at JPMorgan Chase Bank, N.A. beginning in 2010. 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 within a non-discretionary advisory program. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework in its investment approach.

Ingrid Morgan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at Amazon, Crowne Plaza North Hotel, and JPMorgan Securities LLC prior to her current role. 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 through a non-discretionary program. Their advisory process combines quantitative screening with qualitative research and includes capabilities in derivatives and commodities.

Brian Jones is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at HomeBridge Financial Services, Primerica Advisors, and Avantax Advisory Services, among others. Outside of his advisory work, he serves as a part-time high school and college wrestling referee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework where applicable.

Brian Brown is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. He holds a Series 63 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and it incorporates an ESG eligibility framework in its recommendations.

Stephen Clifton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at JPMorgan Securities since 2019 and previously held roles at Capital One Advisors, Capital One Investing, and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Hayden Dunning is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and is also the owner and partner of Seraph Services LLC, an e-commerce business selling sports gear on Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence using both quantitative and qualitative research and incorporates ESG eligibility in its recommendations.

Victoria Buenner is a financial advisor with J.P. Morgan Securities in Plano, TX. She holds a Series 66 designation and joined the firm in 2026. Prior to her current role, her work experience includes positions at JP Morgan Chase and involvement with the University of Florida Department of Recreational Sports. 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 program 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.

Enrique Perez is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 65 and Series 66 licenses and one year of industry experience. His prior experience includes roles at Amazon, HD Supply, and the Small Business Development Center at the University of La Verne. 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 within a non-discretionary advisory program.

Aaron Brandes is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at Brandes Enterprises and Wm Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Luke Hannafin is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Since 2018, he has also worked as an audiobook narrator through the Audiobook Creation Exchange, narrating fiction and non-fiction titles. 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. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, serving clients with a range of investment strategies including ESG considerations.

Lesley Deas is a Series 66-registered financial advisor with J.P. Morgan Securities in Plano, TX, and has eight years of industry experience. Prior to joining J.P. Morgan in 2018, Lesley held roles at several technology and delivery companies, including Wag, Doordash, Lyft, Favor Delivery, and Uber. Outside of advising, Lesley works as a driver for ride-share companies and as an independent contractor for food delivery and health/fitness coaching services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with access to a range of eligible investment strategies, including ESG considerations.

Cameron Haney is a Series 66-registered financial advisor with J.P. Morgan Securities in Plano, TX, bringing four years of industry experience. He has worked at several notable firms, including The Vanguard Group, Wells Fargo Advisors Financial Network, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a unique regulatory structure supporting broader derivatives and commodities capabilities.

Sherrell Henry is a Series 66 licensed advisor with eight years of industry experience, currently working at J.P. Morgan Securities in Plano, TX. Prior to rejoining J.P. Morgan Securities in 2022, Henry held roles at Fidelity and Capital One Bank, as well as a brief tenure at Amazon. Henry is also involved with Adore Authenticity LLC since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG frameworks, with a focus on eligible strategies and broader derivatives and commodities capabilities.

Jordan Mc Cain is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors and has experience in sports management and hospitality. 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 combines quantitative screening and qualitative research to support model asset allocations.

Emory Jackson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Saxony Capital Management and Thomson Reuters. 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 process combines quantitative and qualitative research with forward-looking market assumptions to build model asset allocations and includes broader derivatives and commodities capabilities.

Mariam Khan Le Doux is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked previously at XL Pro and HD Vest Investment Services Inc. She is based in Plano, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate ESG criteria in its recommendations.