Joshua Clark is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked for Goldman Sachs from 2015 to 2025. 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 brokerage, distribution, and investment management capabilities.

Nicholas Barney is a financial advisor at J.P. Morgan Securities in Salt Lake City, UT, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Goldman Sachs & Co., LPL Financial, and Mountain America Credit Union. He also worked at Brigham Young University for seven years. 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 to support its recommendations.

Ming Han Gao is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Gao has one year of industry experience and has previously worked in the U.S. Army Reserve and various roles outside the investment industry. 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 with centralized due diligence and an ESG eligibility framework.

Kyden Lee is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2025. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lee held positions at Evercore Inc. and Portfolio Advisors LLC. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Diana Nguyen is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and the University of Utah. 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.

Michael Rossi is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Intelligent Capital Works. Rossi serves as a board member for Ronald McDonald House Charities of Central and Northern Arizona. 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.

Chase Crockett is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Merrill Financial Associates, and J.P. Morgan Private Bank. Crockett also founded Focused Capital and has experience in various business roles prior to entering financial services. 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, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Katie Duckworth is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has prior work experience at Nordstrom Inc and Brigham Young University. J.P. Morgan Securities LLC 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 incorporates an ESG eligibility framework when recommending strategies.

Danielle Wright is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. 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 to its investment recommendations.

Tamara Anton is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following three years at Wells Fargo and over three decades at U.S. 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, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Debrow is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2006. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jason Gowan is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds a Series 66 designation and has over 20 years of experience in the financial industry, including two decades at Wells Fargo Bank. He joined J.P. Morgan Securities in 2026. 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 combines large institutional advisory operations with brokerage and investment management functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Connor Hansen 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 Tyrus Capital and the Office of General Counsel for The Church of Jesus Christ of Latter-Day Saints. He has also been involved with the Doing Good Foundation and Cs Argyle Enterprises. 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.

Jonathan Holmes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2023, following a decade at JPMorgan Chase Bank, N.A. 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 investable strategies.

Ryan Mc Mahon is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior roles at Goldman Sachs and JPMorgan Chase Bank. Outside of his advisory work, he is involved as an owner and partner in an e-commerce business focused on bag manufacturing and supports its setup and logistics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Adrienne Martain Black is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at The Caprock Group, LLC and Wells Fargo in various capacities from 2016 to 2025. 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 in its recommendations.

Patrick Gordon is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various branches of JPMorgan Chase and J.P. Morgan Securities since 2010, primarily based in Salt Lake City, UT. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 the larger J.P. Morgan broker-dealer and banking organization and offers a range of asset-based advisory services delivered on a non-discretionary basis.

Glade Morley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, with prior experience at Iron Gate Global Advisors. 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 investment recommendations.

Olivia Barzee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2021. Prior to her financial career, she was affiliated with Brigham Young University and worked at Andreas Italian Restaurant. 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. The firm delivers its services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Sterling Puffer is a financial advisor with J.P. Morgan Securities in Salt Lake City, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes positions at Telarus, Solunas Partners, Vozmia, and Brigham Young University. 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.

Taylor Lee is a financial advisor with J.P. Morgan Securities in Salt Lake City, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Lee worked at Peterson Wealth Advisors and Northwestern Mutual, and also spent time at Amazon and Brigham Young University. 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.

Skyler Payne is a Series 66 licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities in Salt Lake City, UT. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and several other financial firms. Payne serves as an adjunct professor and a board member for UVU Gift Planning Advisory Board, providing guidance on philanthropic gift planning. J.P. Morgan Securities LLC delivers 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.

Garrett Barner is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2019. Prior to that, he held positions at Matter Family Office and Principia College. 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. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Victoria Dossett is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to her current roles, she was employed at Concert Golf Partners and has a background that includes community involvement with the Jewish Community Center. 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.

Henry Pham is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Goldman Sachs and has held roles in healthcare and education prior to his current position. 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, distribution, and investment management capabilities.

Michael Matthews is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Matthews serves as a board member for the Utah Museum of Contemporary Art, participating in audit and ambassador roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Christopher Kelley is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Credit Suisse Securities and JPMorgan Chase Bank, among other firms. Outside of his advisory role, he is a member and manager of Kelley Cottage LLC, which involves maintaining a property. 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.

Kaitlyn Radmall is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at several JPMorgan affiliates since 2023. Outside of finance, she previously operated Snow Storm Cache Valley Shaved Ice LLC. 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.