Paige Theobald is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank N.A. outside of her current role. Her background includes various roles in retail and recreation prior to entering the financial industry. J.P. Morgan Securities LLC 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 recommendations.

Marc Seaverson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Alonso Garza Zorrilla is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank NA since 2021. His prior roles include positions at Middleburg Communities, Mpower Financing, and a period of self-employment. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Thomas Keegan is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation with approximately one year of experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and involvement with several small businesses such as Tommy's Tavern And Tap and Surfbbq License LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Heman Ward is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at JPMorgan Chase Bank and Edward Jones. 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 their investment process.

Jackson Funke is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he served in the U.S. Army and attended Duke University. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ava Camposano is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Charles Schwab, and involvement with Buddy Brew Coffee. She holds a degree from the University of Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting through a quantitative and ESG-informed approach.

Graham Geis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his financial services career, he worked at Instacart from 2020 to 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Pritchard is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. Based in Tampa, FL, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. 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. As a subsidiary of J.P. Morgan, it combines institutional advisory operations with brokerage and investment management capabilities.

Matthew Livak is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several J.P. Morgan entities since 2017, as well as spending time at Under Armour prior to that. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. Their advisory services focus on non-discretionary solutions and incorporate an ESG eligibility framework when recommending investment strategies.

Jeffrey Bridge is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a board member on the Diocesan Finance Council for the Diocese of St. Petersburg and as Treasurer of the Academy of Holy Names Dads Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Hannah Mirza is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Citibank. Outside of her advisory role, she owns and operates an e-commerce clothing store, SunBum Thrift LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jonathan Saunders is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2016. 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 broker-dealer and investment adviser registrations to deliver comprehensive advisory services.

James Gothers is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., COVR Financial Technologies, and The Leaders Group, Inc. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Lauren Dumas is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank since 2006. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions.

William Linville is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2022, as well as Fidelity Investments in 2021. Outside of finance, he was involved with Soflo SAT Tutors from 2020 to 2023. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering recommendations through a non-discretionary model where clients retain final decision authority.

Isabella Floreani is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Morgan Stanley, as well as academic involvement at the University of Florida. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

John Burns is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2023 and has a background that includes seven years of service in the United States Marine Corps. Burns is also affiliated with Georgetown University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrew Smith is a CFP® and CFA® with 14 years of experience in the financial services industry. He is currently with J.P. Morgan Securities, having previously worked at Goldman Sachs and Merrill. His career spans multiple roles at J.P. Morgan and its affiliated entities. 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 framework in its recommendations.

Matthew Werd is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previous work experience at JPMORGAN Chase Bank, Marcus & Millichap, Agamerica, and Innovation Capital. Matthew is based in Tampa, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.