Yareli Martinez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2019. Martinez also has experience at Jpmorgan Chase Bank and previously worked at TJ Maxx Company. She is affiliated with San Antonio College. 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.

Luis Mondragon is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and previously was employed with Wells Fargo Clearing and Wells Fargo Advisors. 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 guide fund and strategy recommendations.

Lawrence Martin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following roles at Bank of America and Merrill. 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 services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.