Richard Grunder is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with prior roles at Merrill and AllianceBernstein. Outside of his advisory role, he owns and manages a single-family vacation rental property through Four Arkoudes, 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. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Logan Blue is a Series 66-licensed advisor with J.P. Morgan Securities in Seattle, WA, with four years of industry experience. He has held positions with JPMorgan Securities, JPMorgan Chase Bank, Empirical Wealth Management, KeyBank, and also worked at Seattle University and within the Washington Hospitality Association. 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 program delivers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Miura is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at UBS, Safeway, and JPMorgan Chase & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Darrell Mc Manus is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Seattle, WA. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, U.S. Bank, and U.S. Bancorp Investments. 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.

James Harding is a CFA charterholder with 17 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined both firms in 2023. His prior experience includes roles at Citigroup, Wells Fargo Clearing, and Brighton Jones LLC. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

James Sabbatini is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked with firms including Thrivent, Voya Financial, Lincoln Financial Group, and Russell Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Ellie Amann is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and is based in Seattle, WA. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she had professional experience with firms including Synopsys, glassybaby LLC, BDO USA, P.C., Brandy Melville, Madewell, and J. Crew. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates a forward-looking approach to capital markets.

Naqib Azad is a Series 66 licensed financial advisor with J.P. Morgan Securities in Seattle, WA. He has nine years of industry experience, including prior roles at BMO Private Wealth and Pathstone Family Office. 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. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.

Salena Raved is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Ing Direct Investing, and Edward Jones. She is based in Seattle, WA. 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 integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Camille Coonrod is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan in 2022, Camille worked at Winston Art Group and has experience in the fitness industry with CrossFit South Brooklyn and F45 Training Park Slope. 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. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and an ESG eligibility framework.

Sosna Biniam is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Biniam held various roles at Yale University and participated in community outreach through Empowering Youth and Families Outreach. 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, and endowments. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Timothy Howell is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. He has worked with JPMorgan Chase Bank and its affiliates since 2004, with a continuous tenure at J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program utilizes centralized due diligence combining quantitative and qualitative research and may incorporate an ESG framework in its recommendations.

Michael Smith is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as experience in the technology sector with Apollo Robotic Technologies, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Fiqri Dine is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at several J.P. Morgan entities since 2014, including J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. His current roles include positions at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and uses both quantitative and qualitative research methods to build model asset allocations, with an emphasis on eligible strategies and an ESG eligibility framework.

Shane Du Bord is a financial advisor at J.P. Morgan Securities based in Seattle, WA. He holds a Series 66 designation and has recent experience with JPMorgan Chase Bank and Bank of America. Prior to entering the financial industry, he served in the United States Marine Corps for seven 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 asset allocation advice, investment manager searches, and customized performance reporting.

Clayton Hooper is a financial advisor at J.P. Morgan Securities based in Seattle, WA. He holds a Series 66 designation and has recent experience with JPMorgan Chase Bank and Washington Trust Bank. 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. Their advisory process integrates systematic quantitative screening and qualitative research to develop model asset allocations, with implementation support from affiliated investment-management entities.

David Kirtman is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been affiliated with J.P. Morgan Japan Securities since 2013. Outside of his advisory work, he is involved in managing several real estate ventures, including ownership and partnership roles in multiple property-related LLCs. 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 to develop model asset allocations and includes the use of an ESG eligibility framework.

Harrison Steiner is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and three years of industry experience. His work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Deloitte, as well as involvement with Gonzaga University and Klahaya Swim and Tennis Club. 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 advisory program. The firm’s process combines quantitative and qualitative research with forward-looking market assumptions to build model allocations, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Kyle Cline is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at major firms such as Bank of America, Merrill, Oppenheimer & Co., and JPMorgan Chase 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. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Elaine Robison is a financial advisor with J.P. Morgan Securities in Seattle, WA. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with J.P. Morgan Securities since 2003. Additionally, she is also employed by JPMorgan Bank, enabling her to offer certain banking products and services alongside her advisory role. 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. The firm’s advisory process combines quantitative and qualitative manager due diligence and includes broader derivatives and commodities capabilities.