David Tieu is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at various J.P. Morgan entities since 2013. 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 investment approach.

Ryan Tertel is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. His prior work includes roles at RBC Wealth Management and JPMorgan Chase Bank, N.A. 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.

Edward Blazejewski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has been associated with the J.P. Morgan organization since 2013, including roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nicolas Garza Elorduy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at StepStone Group, Taylormade Golf, and Vuori Inc., as well as academic positions at the University of San Diego and California Polytechnic State University, San Luis Obispo. 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 its advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program where clients retain final decision-making authority.

David Deng is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 17 years of industry experience. His career includes prior roles at U.S. Bancorp Investments and U.S. Bank before joining J.P. Morgan Securities in 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Stella Larsen is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding a Series 66 credential and having 22 years of industry experience. She previously worked at Northern Trust Securities, Inc. and Northern Trust Bank for 12 years before joining J.P. Morgan in 2018. Larsen serves on the board and finance committee of the Hualalai Ohana Foundation, a nonprofit organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset allocation advice, investment manager searches, and customized performance reporting.

Claudio Robertson is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Upriver Capital Management, Private Investment Bank, PIBL Holdings, Ipg Investment Advisors, and Investment Placement Group. 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 to guide investment recommendations.

Gabrielle Dubick is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC 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.

Michael Valentini is a financial advisor at J.P. Morgan Securities LLC with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining J.P. Morgan, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he occasionally performs as a bassist with a corporate and wedding band in San Diego. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patricia Bennett is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo and JPMorgan Chase Bank. Outside of her advisory role, she is involved with M&A Pickle Performance LLC, operating under Kitchen Club LLC. 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 investment strategies.

Carl Findley III is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026 and has previous experience in various roles including academic positions and involvement with multiple investment-related entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors.

Todd Trusso is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Altegris Investments, Inc., Altegris Portfolio Management, Inc., and Capital Investment Advisors, LLC. He serves as Secretary of the Board and is on the finance committee for the Boys and Girls Club of Northwest San Diego. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Danyelle Comer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over a decade of experience at JPMorgan Chase Bank, N.A. She has been with J.P. Morgan Securities since 2025. 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 operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jorge Ceballos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America from 2005 to 2023. 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.

Gabriel Ramirez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, CEA CAPA, and Signet Strategic Wealth Management, as well as experience outside the financial industry. 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 recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brandon Gill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes positions at First Republic Bank and Wells Fargo, as well as a role at Mission Hills Church Inc. from 2019 to 2021. 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 in its recommendations.

Caden Kelley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021, with prior roles at Bank of America NA and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates 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 organization, offering access to a wide range of products through its institutional consulting services.

Julia De Loach is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at AllianceBernstein and Bernstein Private Wealth Management. 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 non-discretionary client decisions.

Ethan Park is a Series 66 credentialed financial advisor with J.P. Morgan Securities, based in San Diego, CA, and has two years of industry experience. He has held multiple roles at JPMorgan Chase Bank and JPMorgan Securities LLC since 2024. Outside of his advisory work, he is involved in his family’s breakfast restaurant, The Original Pancake House in Fort Collins, where he assists with payroll, customer service, and advising on business decisions related to cash management. J.P. Morgan Securities LLC offers 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 framework in its investment recommendations.

Lorna Louie is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Keller Williams San Francisco, and Rodrigo P Feliciano. 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.