Thomas Queen is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo, BancWest Investment Services, Vanguard, and Amazon. 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.

Felipe Villarreal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he spent time as a soccer referee with South Texas Soccer Referees. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jade Butcher is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, Jade worked at JPMorgan Chase Bank and Edward Jones Investments. 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 when recommending strategies.

Marcus Suman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Charles Schwab Co, and Wells Fargo Bank. 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 applies an ESG eligibility framework when making recommendations.

Charles Chamley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work experience at Mascoma Bank, Gilson's Property Management, Geokon Inc, and Poor Thomas Tavern LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering customized investment advice and asset-allocation solutions supported by centralized due diligence and an ESG eligibility framework.

Angela Bentley is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 22 years. Since 2025, she has been with J.P. Morgan Securities 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sukhvir Singh is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities in 2023, he worked at The Vanguard Group and JPMorgan Chase Bank, N.A. Outside of advising, he has owned a rental property business since 2022. 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.

Justin Bracamonte is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. from 2020 to 2024. Before entering the financial industry, he worked at Chick-fil-A for three years. J.P. Morgan Securities LLC 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.

Henrry Rodriguez is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Morgan Stanley for three years and has held a variety of roles across multiple industries including technology and retail. 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 client decision-making.

Katherine Klotnia is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab Corporation. Outside of finance, she has experience in the food and beverage sector, including roles at Press Coffee Roasters and Kaleidoscope Juice. 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.

Kai Duda is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Jumet Financial and has experience outside the financial industry at Malone 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.

Carina Rodriguez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, N.A., Arizona State University, and operating a portrait business, Once Upon A Time Portraits, LLC, for four years. J.P. Morgan Securities 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.

Harley Avery is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors and has held positions in various other industries, including food service and construction supply. He is also involved with Jackalope Loops LLC. 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 investment recommendations.