Franklynn Kasel is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, Kasel worked at Uber, Securian Financial Services, and Renaissance Financial, among other firms. 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 broker-dealer and investment adviser registrations, delivering recommendations through a centralized due-diligence framework.

Henry Kieneker Jr. is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab and JPMorgan Chase Bank, N.A., and has a diverse background including roles at Instacart and Dogtopia. 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.

Daniel Walter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Crews & Associates and several other companies across different industries. From 2018 to 2020, he was involved with the Boys and Girls Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Michael Kowalski is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. His prior experience includes roles at AIG Financial Advisors, The Vanguard Group, USAA Investment Services, and Bank of America/Merrill Lynch. 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 support its recommendations.

Herman Jonas is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. 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.

Isaac Ruiz De La Torre is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, E*TRADE from Morgan Stanley, Seres Therapeutics, and the Knowles Law Firm. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Matthew Carter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, Charles Schwab, and Merrill. Outside of his advisory work, he also provides rideshare services as a contracted driver for Uber. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by in-house manager solutions and due diligence processes.

Sherman Quanbeck is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley, Northwestern Mutual, and Grand Canyon University. He has additional experience outside finance, including work at a golf course and in the food service industry. 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 and investment management capabilities.

Rachel Nelson is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. She holds a Series 66 designation and has two years of industry experience, including prior roles at Morgan Stanley and Jpmorgan Chase Bank, N.A. 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, distribution, and investment management capabilities.

Meghan Dwyer is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2019. Prior to her finance career, her background includes roles in automotive and realty sectors. 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 an ESG eligibility framework in its investment approach.

Ivan Munoz 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 Morgan Stanley. Outside of his financial career, he has experience in various roles including positions at Amazon and involvement with 4 Points RV Services. 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.

Brandon Nolfo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Houlihan Lokey Capital, and other firms. 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.

Eric Quenemoen is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 credentials with 23 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo. 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 support its recommendations.

Jeremy Brown is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Wells Fargo, Merrill, and FirstBank. Outside of his advisory work, he serves as a FINRA arbitration dispute decision maker, reviewing cases and rendering final decisions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary advisory model supported by a centralized due-diligence framework.

Zachary Armenta is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at State Street Global, John Hancock/Manulife Investment, and Northern Trust. 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 in its recommendations.

Taylar Owen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining J.P. Morgan in 2025, Owen worked at Edward Jones, Mass Mutual/MML Investors, and USAA. 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 and investment management capabilities.

Nicole Hartung is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Outside of her advisory role, she is an owner and partner of RNJA LLC, an entity established to purchase rental property. 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 alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program where clients retain final decision authority.

Caleb Cavazos is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch and JPMorgan Chase Bank, N.A. Outside of finance, he has worked in retail food services, including roles at Fry's Food Stores managing the meat department. 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.

Jonathan Hilts is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Wells Fargo and Sunwest Federal Credit Union. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, 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.

Renee Neria is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has held positions at Edward Jones for seven years prior to joining J.P. Morgan Securities, where she has worked for three years. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities 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 incorporates an ESG eligibility framework when recommending investment strategies.