Edwin Espinosa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has experience with firms including Wells Fargo Clearing and Chase Investment Services Corp. Outside of his advisory role, he is involved as an owner or partner in various technology, healthcare, and delivery companies, including MightyFly Inc., Pirouette Medical Inc., and Simplify Genomics, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Coty Dolan is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Dolan worked in various roles including positions at Equitable Financial Life Insurance and Keller Williams. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.