Darrell Clayton is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2003 and was previously associated with J.P. Morgan Services, Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated entities.

Shay Casady is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Pro Unlimited (Blackrock), and entrepreneurial experience with Urquhart and Casady Investments 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 and fund searches, and customized performance reporting through a non-discretionary program.

Katelyn Gatzke is a Series 66-licensed financial advisor with J.P. Morgan Securities in Seattle, WA, and has three years of industry experience. Her background includes roles at SalesForce and the University of Oregon, among others. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative analysis to support its recommendations.

Dylan Mingo is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 license with one year of industry experience. His prior work background includes roles at JPMorgan Chase Bank, Cornerstone Capital, and Apple. 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. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Kristopher Kirby 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 UBS Financial Services and JPMorgan Chase Bank, NA. Prior to his financial services career, he served seven years in the U.S. Navy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Colby Ellis is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, he worked at Atlassian Inc and Oracle Corporation. 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 research supported by centralized due diligence.

Alexander Ginnerty is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 registrations and eight years of industry experience. He is involved with the Love Quilt Project, a nonprofit focused on educational and mental health support for children in South Africa, where he serves on the finance committee assisting with accounting and reporting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking capital market approach and includes an ESG eligibility framework.

Adam Handaly is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer Asset Management and CIBC World Markets Corp. since 2002. He is also an employee of JPMorgan Bank, where he can offer deposit and credit products alongside his advisory services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, and endowments, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a range of affiliated portfolio services.

Renee Brisbois is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of her advisory role, she is the owner of Minori LLC, an investment business focused on commercial real estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes ESG criteria, and is supported by affiliated investment-management entities.

Sean Henderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at CITI Private Bank and CitiGroup Global Markets for 14 years. 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 written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, utilizing a manager solutions team to develop model asset allocations that may include ESG considerations.

Blair Henning is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His career includes multiple roles within JPMorgan entities since 2016. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence and may utilize an ESG eligibility framework in its recommendations.

Julia Bordeaux is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Shore Capital Partners and Slalom Consulting, as well as four years at the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with centralized due diligence supporting its advisory process.

Meghan Donahoe is a CFP®-certified financial advisor with 11 years of industry experience, currently at J.P. Morgan Securities. Her prior experience includes roles at Stifel Nicolaus & Co. and ongoing employment with JPMorgan Chase Bank, N.A. Outside of her advisory work, she is involved in e-commerce as a part-time seller on an online consignment platform. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and features broader derivatives and commodities capabilities.

Jenny Wang is a financial advisor with J.P. Morgan Securities in Seattle, WA. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Tutorfly, Loft, Bath and Body Works, and the University of California. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Matthew Sasonoff is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at DoorDash, Diners LLC, SAP Concur, Omni Partners, and the University of Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by systematic due diligence and a combination of quantitative and qualitative research.

Devon Becker is a CFA® charterholder at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan in various capacities since 2015 and serves as a board member on the finance committee of Camp Solomon Schechter, a religious summer camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, 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.

Tanner Isaacs is a financial advisor with J.P. Morgan Securities based in Seattle, WA, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank, N.A., Tanner has held various roles in finance, business education, and retail. Outside of his advisory role, he is involved in residential real estate through ownership in JETT Property Ventures 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 and fund searches, and customized performance reporting. The firm’s advisory program incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework in its recommendations.

Mason Azose is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at Homestreet Bank, First Sound Bank, and US Bank. 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 advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence.

Lucas Lisboa is a Series 66-licensed financial advisor with J.P. Morgan Securities in Seattle, WA. He has been with J.P. Morgan Securities and affiliated entities since 2025. His prior experience includes roles at Guy Carpenter and Marsh & McLennan Companies, as well as time at the University of Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm specializes in 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.

Sagar Gandhi is a financial advisor at J.P. Morgan Securities based in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions of JPMorgan Chase since 2016. Outside of his advisory role, he is the owner of K.S.G.9 Holdings LLC, a real estate rental and holdings business. 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 combines quantitative and qualitative research and may incorporate an ESG eligibility framework.