Kelly Simms is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds a Series 63 designation and has worked for JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. since 2006. 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 includes 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.

Junior Castellanos is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with J.P. Morgan in various capacities since 2012. His work history includes roles at JPMorgan Chase Bank, N.A., U.S. Bancorp, and Wells Fargo. 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 is supported by centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations.