Wilfredo Nevarez is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo, Morgan Stanley, and Bank of the West. Nevarez is based in San Francisco, CA. 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 asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative manager due diligence and incorporates an ESG eligibility framework in its recommendations.

Garrett Freysinger is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and three years of industry experience. His prior work includes roles at First Republic Bank, TriNet HR, Knot Standard, and the Freysinger Auto Group. 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 through a non-discretionary advisory program. The firm’s process integrates quantitative and qualitative due diligence and may incorporate ESG criteria.

Clifford Young is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Merrill, Bank of America, and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on non-discretionary strategies.

Thao Atanasov is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities in 2023, Atanasov worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and B2Lead. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating ESG eligibility frameworks and supported by affiliates providing implementation and portfolio services.

Brian Chinn is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has previously worked at First Republic Investment Management, First Republic Securities, Fidelity, and Citicorp Investment Services. He is based in San Francisco, CA. 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 through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

William Hartshorne is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory work, he is the owner of Pink Hour LLC, an e-commerce business selling used household items online. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Andrew Gibson is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at First Republic Investment Management, STIFEL, Thomas Weisel Partners, and Natixis Advisors. 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 program.

Robin Yoshimura is a CFA® charterholder with 32 years of experience in the financial industry. He is currently with J.P. Morgan Securities in San Francisco, having held positions at firms including First Republic Securities, Credit Suisse Securities, Lehman Brothers, and Morgan Stanley. He serves on the Advisory Board of the Kellogg Asset Management Practicum at Northwestern University’s Kellogg School of Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Felipe Angeles is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including First Republic Investment Management, Inc., and AXA Advisors, LLC. He also has business experience outside finance, having worked at Bay Home and Window. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Rosheen Ashtiani is a Series 66–licensed financial advisor with J.P. Morgan Securities, based in San Francisco, CA, with two years of industry experience. Prior to joining J.P. Morgan, Ashtiani worked at First Republic Bank and Oracle Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Blanca Smith is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Eyeworks Of San Mateo and Bonvee, Inc., and maintains an online resale business on eBay and Poshmark. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized reporting. The firm’s approach combines quantitative and qualitative research and includes specialized regulatory registrations related to derivatives and commodities.

Michael Ostby is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at First Republic Bank and First Republic Securities Company. 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. Their advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations in eligible strategies.

Devon Porpora is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for First Republic Investment Management for 24 years. 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. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and may include ESG considerations within its recommended strategies.

David Weitgenant is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including First Republic Investment Management and ThinkEquity LLC. 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 advisory program.

Gregory Argyres is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently affiliated with J.P. Morgan Securities in San Francisco, with prior roles at First Republic Investment Management, Bank of America, Merrill, and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research with a focus on eligible strategies and ESG considerations.

Alexander Bayer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and Charles Schwab. He is concurrently employed by JPMorgan Chase Bank, enabling him to offer a range of banking products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, delivering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.