Joseph Steele is a financial advisor with J.P. Morgan Securities LLC based in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan, he has worked in various roles including positions at Outlier and several other companies. Outside of his advisory role, he is contracted to train AI software and works as a rideshare driver, which he uses to fund his retirement accounts. 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 in its recommendations.

Anthony Palmucci is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2010 to 2023. 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 institutional advisory operations with brokerage and investment management capabilities.

Maile Lueck is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Charles Schwab for three years and has held various roles across both financial and non-financial 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 applying an ESG eligibility framework in its investment recommendations.

Dean Morgan Haithcox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab & Co., and a lengthy service in the United States Army Reserve from 2001 to 2024. He also worked for Uber and Lyft for one year. 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 through a centralized due-diligence framework.

Philip Thames is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A. Outside of finance, he has experience in wellness and rehabilitation sectors. 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 due diligence and incorporates an ESG eligibility framework in its recommendations.

Yijun Dai is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Cathay Securities, Inc. and China Merchants 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 process.

Kelly Moore is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He previously worked for 10 years at Edward Jones before joining J.P. Morgan in 2026. He holds Series 63 and Series 66 designations. J.P. Morgan Securities 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. The firm applies an ESG eligibility framework and limits recommendations to internally reviewed funds and strategies.

Jamie Wood is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2026, Jamie worked at Edward Jones for four years and held positions at Merrill and Bank of America for three years each. Jamie also has experience outside finance, having spent a year at Yelp Inc. 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.

Parth Bhakta is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley and Uber, where he also has a contractor role outside business hours. 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.

Bryan Hanson is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Vanguard Group and Vanguard Advisers, Inc. He holds Series 63 and Series 66 licenses. 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 combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by in-house due diligence and ESG eligibility processes.

Raul Bencomo 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 at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. Prior to his current roles, he worked in the Office of Congressman Ruben Gallego and at Ling and Louies Restaurant at Wild Horse Pass Casino. J.P. Morgan Securities LLC 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 recommendations.

Brendan Campbell is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024, with prior experience at The Cigna Group and various other roles. 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 to support its investment recommendations.

Rylie De Merritt is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, Rylie held roles at JPMorgan Chase Bank, N.A. and Charles Schwab & Co., Inc., among other positions. 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.

Kyle Moore is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A., Snapshot LLC, and Manpowergroup. J.P. Morgan Securities 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 incorporates an ESG eligibility framework.

Kayden Popescu is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation. Popescu has one year of industry experience, including prior roles at Vanguard and Vector Marketing. Outside of the financial sector, Popescu has been involved with the nonprofit organization Family to Family for several 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 investment recommendations.

Evan Krska is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, Robinhood Financial, and Charles Schwab/TD Ameritrade. 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 services with brokerage, distribution, and investment management capabilities.

Michael Zotika is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes positions at Thrivent and various roles outside the financial sector. 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 when recommending investment strategies.

Jose Ramirez Miranda is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A., as well as positions outside the financial industry at Domino's Pizza and Omni Interactions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and an ESG eligibility framework.

Evelyn Garcia is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for 18 years before joining J.P. Morgan Securities in 2024. 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.

Joaquin Moreano is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo, JPMorgan Chase Bank, Ariat International, and Porto's Bakery & Cafe. 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.