Robert Perez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and in various roles outside the financial industry, including restaurant management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Tarius Hagood is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Thrivent Financial, Huntington Bank, and JPMorgan Chase Bank. 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 investment strategies.