Barney Cohen is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Piper Sandler & Co. and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as an advisory board member for a condominium association and owns an ocean vessel through a personal 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 within a non-discretionary program.

Jie La Plante is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan, Jie was involved with Pacific Education Consulting and currently participates in the Play it Forward Foundation, which supports access to sports for underprivileged children through community outreach. 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. Their advisory approach combines quantitative and qualitative due diligence and may incorporate an ESG framework, with implementation support from affiliated investment entities.

Ibrahim Bah is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMORGAN Chase Bank, N.A. and employment with Seattle Choice Transport. 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, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tyler Tonaki is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Seattle, WA, and has eight years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he worked at KMS Financial Services, Expeditors International of Washington, and Compass Group USA. 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 combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where applicable.

Helen Peterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside the financial industry, her background includes roles at Amazon, Starbucks, and involvement in the restaurant sector. 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 advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Camille Nourie is a financial advisor with J.P. Morgan Securities based in Seattle, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, Camille worked at Uhlmann Price Securities and Nordstrom, and she studied at the USC Marshall School of Business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Aidan Atkins is a financial advisor at J.P. Morgan Securities based in Seattle, WA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at JPMorgan Chase Bank, Pacific Capital Resource Group, and Washington Trust Bank. Outside of finance, Atkins is involved with the Professional Referee Organization, NCAA, and the U.S. Soccer Federation. 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. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nancy Manzo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has previously worked at Merrill, Bank of America, and JPMorgan Chase Bank. Manzo holds a Series 66 designation. 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 offers non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting, supported by centralized due diligence and a range of affiliated portfolio services.

Geetanjali Iyer is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022. Her background also includes roles at Amazon and involvement with the University of Washington Admissions office. 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 program.

Carlos Cardenas 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 J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior positions at Marsh & McLennan Companies and Northwestern Mutual. 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 quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Jessica Riedmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and with 16 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2006. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The program incorporates centralized due diligence and may include ESG eligibility criteria in its recommendations.

Maxine Blackwell is a Series 66-licensed financial advisor with J.P. Morgan Securities in Seattle, WA. She joined the firm in 2026 and has experience across several roles within the financial services and sports industries dating back to 2022. 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. The firm’s advisory process combines quantitative and qualitative due diligence, with recommendations incorporating ESG considerations and supported by affiliated implementation services.