Benjamin Rogers is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab and JPMorgan Chase Bank, N.A. Outside of his advisory role, he operates a short-term rental property hosted on Airbnb. 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 and centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Tedi Darbroudi is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Tedi worked at Merrill and Bank of America. 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.

Jessica Montecalvo is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of experience in the industry. Her prior work includes positions at Vanguard, TurbineAero, and JPMorgan Chase Bank, N.A. She also has a background that includes roles outside the financial sector and has attended 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 and fund 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Megan Kirk Vargo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Fidelity Personal and Workplace Advisors, among other firms. Outside of finance, her background includes experience in the restaurant industry. 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.

Youssef Naguib is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds a Series 66 designation and has been in the industry since 2026, with prior experience at Equitable, DoorDash, and Element Egypt. 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 and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carmen Kiewert is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, Carmen held brief roles at several firms, including Financial Insights Wealth Management, J.P. Morgan Chase, TruStage, and others, as well as working at Pacific Lutheran University and Skyhawks Sports Academy Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christina Zua is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles outside the financial sector, including at Twin Peaks Restaurant and the Nashville Digestive Disease Center. 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.

Marie Donner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ricardo Chilaca is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include eight years at Merrill Lynch, Pierce, Fenner & Smith Incorporated and teaching positions at Phoenix College and Central Arizona College. 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.

Seth Lehr is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank and has diverse work experience including roles at Amazon and several smaller companies. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice and customized performance reporting that combines quantitative modeling with due diligence and an ESG eligibility framework.

Tre Martin 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 several firms, including Alexander Ashley LLC and 3e Management LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Janet Sanders is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Massachusetts Mutual Life Insurance Co. Outside of finance, she has been involved with two long-term entrepreneurial ventures, Happy Memories Tea Parties, LLC and Star Inventory Services, LLC. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lucas Paris is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Red Polo Ventures LLC and Grand Canyon 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 applying an ESG eligibility framework in its recommendations.

Eduardo Buitrago is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and the Target Corporation. 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.

Ernesto Ortega is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America Merrill Lynch, Robinhood, and National PEO. Outside of his advisory role, he works as a rideshare driver for Lyft and Uber. 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.

Jeffrey Gober is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities, he worked at Edward Jones and Osaic, Inc. 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 in its recommendations.

Apolonio Gonzales is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Bank of America, Merrill, Arizona State University, and Hyatt Corp. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Francisco Clouthier is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase Bank NA, Blueoptima, and Bacio Italiano. 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.

Junior Mathieu is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Grand Canyon University, and Trimble. Outside of finance, he is involved in a food truck business serving Caribbean-style food, where he helps with cooking and business management. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Alexander Cook is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and JPMORGAN Chase Bank, N.A. outside of his advisory role, no additional business activities are noted. 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 and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.