Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Pedro F
Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
Pedro Franco is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley, and Vanguard. 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 applying an ESG eligibility framework when recommending strategies.
Vito D
Series 66
Tempe, AZ
J.P. Morgan Securities
Vito Diperte is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Breakthru Beverage Group, Motion Technologies, and Medinah Country Club. 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 team of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services.
Jesse H
Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
Jesse Hernandez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Voya, and Vanguard. Outside of his advisory role, he manages a rental property in El Paso, Texas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.
Miguel D
Series 63, Series 65, Series 66
Tempe, AZ
J.P. Morgan Securities
Miguel Duenas Alcala is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Morgan Stanley, Merrill, and Bank of America. Outside of finance, he serves on the board of Dual Painting LLC and is the principal owner of Duenas Contracting Corp., a general contracting business focused on renovation and remodeling projects. 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 investment approach.
Bradford M
Series 63, Series 65
Tempe, AZ
J.P. Morgan Securities
Bradford Muir is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining J.P. Morgan in 2022. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.
Dalton K
Series 63, Series 65
Tempe, AZ
J.P. Morgan Securities
Dalton Kazimoto is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at The Vanguard Group, Swissport USA, and the University of Arizona. 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.
Maryuri R
Series 66
Tempe, AZ
J.P. Morgan Securities
Maryuri Ramirez Murillo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. for two years. Prior to her financial services career, she spent four years in undergraduate admissions at UCLA. 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.
Matthew K
Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
Matthew Kudilil is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes positions at Vanguard, Ono Management LLC, and Gex Capital. 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 when recommending strategies.
Ian H
Series 66
Tempe, AZ
J.P. Morgan Securities
Ian Hair is a Series 66-credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held roles at Silver Tree Wealth Partners and Raymond James. He previously worked as an associate at Silver Tree Wealth Partners, supporting client account openings and advisor activities. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver non-discretionary advice that incorporates an ESG eligibility framework.
Allison R
Series 66
Tempe, AZ
J.P. Morgan Securities
Allison Rawlings is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Tuesday Morning, and FedEx prior to joining J.P. Morgan Securities. 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.
Kyle V
Series 63, Series 65
Tempe, AZ
J.P. Morgan Securities
Kyle Von Der Linde is a financial advisor at J.P. Morgan Securities with Series 63 and 65 credentials and five years of industry experience. His prior roles include positions at John Hancock Investment Management and State Street Global Advisors. He is based in Tempe, Arizona. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach that incorporates ESG criteria and centralized manager due diligence.
Hannah R
Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
Hannah Ramos is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and The Vanguard Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary guidance and offers access to a broad range of approved funds and strategies.
Ricardo L
Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
Ricardo Lee Sandoval is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Charles Schwab, ADP, and Arizona State University. 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 an ESG eligibility framework to guide its recommendations.
David L
Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
David Limone is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co. Inc. Outside of finance, he operates a masonry business, Dave Limone Masonry LLC, founded in 2018. 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.
Tate K
Series 66
Tempe, AZ
J.P. Morgan Securities
Tate Kopulos is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at several firms, including Thompson Wealth Management and Harbour Investments, Inc., before joining J.P. Morgan Securities. 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 investment recommendations.
Matthew K
CFP®, Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
Matthew Kolber is a CFP® with 32 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities LLC since 2022. Prior to joining J.P. Morgan, he spent 30 years at The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses and is based in Tempe, AZ. 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 delivers these services through a combination of institutional advisory operations and affiliated brokerage, distribution, and investment management capabilities.
Erick B
Series 63, Series 66
Tempe, AZ
J.P. Morgan Securities
Erick Barrera Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior work includes roles at Northern Trust and Bank of America/Merrill Lynch. 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 incorporating an ESG eligibility framework.
Michael A
Series 66
Tempe, AZ
J.P. Morgan Securities
Michael Akins is a Series 66-credentialed advisor with J.P. Morgan Securities in Tempe, AZ, with three years of industry experience. He previously worked at Morgan Stanley for three years and has experience in various roles outside the financial sector, including in physical therapy and healthcare services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.
Jose A
Series 66
Tempe, AZ
J.P. Morgan Securities
Jose Alpizar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. 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 integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.
Karen G
Series 66
Tempe, AZ
J.P. Morgan Securities
Karen Gonzales is a Series 66 credentialed financial advisor with 15 years of industry experience. She currently works at J.P. Morgan Securities and previously held roles at Morgan Stanley and Merrill. Outside of her advisory work, she is a partner at Elevate Realty Investments, LLC, a real estate business based in Scottsdale, Arizona. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters