Francisco Gomez is a financial advisor at J.P. Morgan Securities LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Amazon. Outside of his advisory role, he has been involved with CG Bookkeeping and Tax Services LLC since 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Roberto Tamez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at Morgan Stanley and has diverse experience across several industries including education and hospitality. 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 recommendations.

Cristian Cruz Amador is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Charles Schwab and Sante Realty Investments. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Michael Vazquez is a financial advisor with J.P. Morgan Securities LLC based in Tempe, AZ. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at The Vanguard Group, Robinhood Financial, and several other companies. Outside of his advisory work, he also works as an independent contractor for DoorDash on weekends and evenings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, offering non-discretionary, customized investment advice.

Jan R. Klype is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds the Series 66 designation. His prior work history includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. 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.

Simon Whitaker is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2018, following a brief tenure at Capital One Advisors and Capital One Investing. 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 inform its recommendations.

Kade Killion is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Condley and Company, L.L.P., Eide Bailly LLP, JPMorgan Chase, and WaterBridge Management Company LLC. Outside of finance, he has experience working with Pine Cove Christian Camps and in the restaurant industry. 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 an ESG eligibility framework to guide its investment recommendations.

Nicholas Guaragna is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley. Outside of financial advising, he was involved with True Merch LLC and Sale O Matic from 2019 to 2021. 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.

Julia Mc Cray is a CFP®-certified financial advisor with 22 years of industry experience. She is currently with J.P. Morgan Securities, where she has worked since 2019. Prior to that, she was with Schwab Private Client Investment Advisory and Charles Schwab from 2014 to 2019. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Mlungisi Sibanda is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Vanguard and has earlier experience at Empowerbank Ltd and Homelink Private Limited. 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.

Joseph Robertson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and National Financial Solutions. Prior to his financial advisory roles, he was involved in outdoor business ventures such as Arkansas Valley Adventures and Ava Rafting and Zipline. 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.

James Sheehan is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Merrill Lynch, and Progressive Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jace Meade Slater is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan, he worked at Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Mike Mosher is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Robinhood, Charles Schwab, Yelp Inc., CaptionCall Inc., and Arizona State 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tucker Swartz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and COPA Health. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alejandro Camacho is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Before joining J.P. Morgan Securities, he worked at Charles Schwab and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework.

Amanda Washington is a Chartered Financial Consultant (ChFC®) with two years of experience in the financial industry. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to this, she held roles at State Farm Mutual Automobile Insurance Co. and several lending and mortgage companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence, including an ESG eligibility framework.

Zachary Porter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Robinhood Financial, Ameriprise Financial, and Mass Mutual Investors 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Paul Graafsma is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab, Guardian Life Insurance Company, and Park Avenue Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework. Their services are offered on a non-discretionary basis, with client decision-making authority retained.

Nicolette Weyer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with Dashing Spirits, a luxury mobile beverage service specializing in private events. 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 incorporating ESG criteria in its investment recommendations.