Mark Truvillion is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also worked for ID Life and spent 15 years at Advocare International prior to his current positions. 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 approach combines quantitative screening and qualitative research to offer written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Marshall Haney is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 65 licenses and possessing two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he spent six years with People of Trails and eleven years with Wells Fargo Bank and Wells Fargo Clearing. 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 advisory process combines quantitative and qualitative research to offer non-discretionary written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

John Robinson is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including Fidelity Investments, Resolute Investment Services, and American Beacon Advisors. 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 incorporates quantitative screens and qualitative research to deliver customized, non-discretionary asset allocation advice supported by a centralized manager solutions team.