Joshua Bakken is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities in 2023, he worked at The Vanguard Group and Voya Financial. 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.

Kevin Jezek is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab for 10 years and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of finance, he was involved with the AZ Officiating Association for seven years and has recently participated in a delivery service business. 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 and ESG considerations.

Ryan Feinberg is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Morgan Stanley for one year and has held roles in catering and healthcare. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Parker Slaton is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience, with prior roles including work at Four Corners Financial Advisors and involvement in residence life at Grand Canyon University as well as with the Arizona Diamondbacks Charity. 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.

Jason Donnelly is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he held roles at Morgan Stanley, Vivace, The Mill, and other companies across various industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Danner Stephenson is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Equitable Advisors and GNC Holdings LLC. Outside of finance, he works as a delivery driver for DoorDash. 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 recommendations.

Aditya Shettigar is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley, Kura Sushi, State Farm Mutual Automobile Insurance Company, and Sprouts Farmers Market. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Jamie Wicks is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 17 years. Outside of his advisory role, he owns and operates Cactus Bat Company, a business that manufactures and sells baseball bats. 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 non-discretionary investment decisions.

Andrew Kronenberg is a Series 66 licensed advisor with 25 years of industry experience. He currently works at J.P. Morgan Securities, having joined in 2023, following prior roles at Bank of America, Merrill, and Charles Schwab. He is also a trustee of the Kronenberg Family Trust. 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 non-discretionary client decisions.

Kaylee Marohl is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Her career includes roles at Robinhood Financial, Charles Schwab, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Blake Wickert is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Morgan Stanley and JPMorgan Chase Bank, N.A. Outside of his advisory role, he has worked as a contractor for DoorDash in customer service. 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.

Christopher Bado is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and various financial and logistics companies. J.P. Morgan Securities LLC 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 and incorporates an ESG eligibility framework.

Leigha Jackson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Charles Schwab and Robinhood Markets. Outside of finance, she is involved with Mia Bella Candles/Scent-Sations, 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 applying an ESG eligibility framework in its recommendations.

Brendan Weinberg is a Series 66 registered financial advisor with J.P. Morgan Securities in Tempe, AZ, and has one year of industry experience. His background includes roles with J.P. Morgan Chase & Co and involvement with the ASU Student Investment Management Fund. Outside of financial services, he has worked with several startups and small businesses, including Waitless Medical LLC and Social Tap Scottsdale, LLC. J.P. Morgan Securities provides investment advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies approved through its internal review process.

Jorge Corrales Alvarez is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan, he worked at The Vanguard Group and Fidelity Investments. Outside of finance, he owns Kindled Strength, a business that designs and produces exercise handles for arm wrestling using CAD software and 3D printing. 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.

Britney Bennett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has previously worked at Vanguard, Morgan Stanley, Massachusetts Mutual Life Insurance Company, and LPL Financial. 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.

Ahmad Sajjad Stanikzai is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Jason Mitchell Real Estate. 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.

Zyon Sanchez Perez is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he worked at JPMorganChase and was involved with the ASU Student Success Center for three years. 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 utilizes a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Albert Jaboo 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 prior experience at Charles Schwab & Co., Inc. Outside the financial industry, he worked in retail and senior living services. 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 and an ESG eligibility framework.

Danubio Malo is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities in Tempe, AZ. Prior to this role, he held positions at Merrill, Bank of America, and American Express. Outside of advisory work, he has also worked as a delivery driver for Amazon Flex. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.