Andrew Watson is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Fidelity Investments and Empower Financial Services. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jacob Ciesniewski is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at Charles Schwab & Co. and State Farm. 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 incorporating an ESG eligibility framework in its recommendations.

Preston Lemay is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co. and has involvement with Depop. 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 recommendations.

Jake Dahmer is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Charles Schwab from 2024 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Meghavi Rosean is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Citizens Securities, and Santander Securities. J.P. Morgan Securities LLC offers 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 provides non-discretionary advice through a select group of Wealth Advisors and maintains access to a broad range of investment products, including security-based swaps and futures.

Michael Lopez is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Ameritrade, and Grant Thornton, LLP. Outside of his advisory work, he is involved in a family business helping administratively with children's books. 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 its Wealth Advisors. The firm delivers non-discretionary advisory programs supported by an in-house manager solutions team and a centralized due diligence framework.

Alexandra Teague is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities 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.

Braeden Smith is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Merrill Edge and Gps Insight. Outside of his advisory role, Smith owns and operates Smith Industries LLC, a business focused on HVAC repair and maintenance. 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 their investment process.

Anjila Amicho is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America - Merrill Edge for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to guide recommendations.

William Matteson is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes positions at Whole Foods Market Group LLC and University of Wisconsin - Madison. 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 recommendations.

Alexander Archer is a Series 66-licensed financial advisor with two years of industry experience. He is currently affiliated with J.P. Morgan Securities in Tempe, AZ, where he has worked since 2025. His prior experience includes roles at Trimon Inc and Equitable Advisors, LLC. J.P. Morgan Securities primarily serves 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 to provide customized investment advice on a non-discretionary basis.

Benjamin Guerra Davis is a Series 66-registered financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Vanguard and Bank of America/Merrill Lynch, and also spent time with the Barcelona International Water Polo Academy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Cruz Sandoval Roman is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 designations and totaling four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Charles Schwab from 2022 to 2025. 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.

Christopher Hahne is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Robinhood, and Charles Schwab. 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.

Nikiya Harris is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at several firms including AGIA, Corebridge Financial, and Valic Financial Advisors. 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, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kevin Bast is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior firms include E*Trade by Morgan Stanley, The Vanguard Group, TD Ameritrade, Morgan Stanley, and Scottrade. 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 on a non-discretionary basis while clients retain decision-making authority.

Hans Hofstetter is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Mass Mutual Life Insurance, and Bank of America. Hofstetter is based in Tempe, Arizona. J.P. Morgan Securities 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.

Marcus Velasco is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab for two years. 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 recommendations.

Hunter Severson is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 registrations. He has less than one year of industry experience and previously worked at Charles Schwab and in various roles outside of finance, including at a golf course and in university services. 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 to its recommendations.

Mark Fisher is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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.