Mark Truvillion is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, ID Life, 24 Hour Fitness, and Advocare International. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommended strategies.

Marshall Haney is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing for 11 years and was involved with People of Trails for six years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis.

John Robinson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at several firms including Fidelity and Resolute Investment Services before joining J.P. Morgan in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.