Matthew Steward is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial, Morgan Stanley, the University of Maryland, and ChristianaCare Union Hospital. 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 an ESG eligibility framework.

Jennifer Franco Dias is a financial advisor with J.P. Morgan Securities in Washington, DC. She holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at BOFA Securities, Inc. and Merrill Lynch Professional Clearing Corp. 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 manager due diligence and an ESG eligibility framework.

Kennan Low is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes six years at UBS Financial Services. Outside of his advisory role, he is involved with USA Hockey as a Level 1 hockey referee, a position he shares with his son. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Isabella Ganthier is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at various J.P. Morgan entities since 2019 and has completed multiple engagements at Harvard University and Harvard Business School. 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 operates within the broader J.P. Morgan organization and delivers non-discretionary advice through a select group of advisors.

Tyler Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at various entities within the J.P. Morgan organization since 2018. Outside of his advisory role, he officiates high school and NCAA basketball games. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria and non-discretionary client decision-making.

Connor Schultz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2019. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Priscilla Woo is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2024. 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 recommend strategies.

Sean Stone is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Silicon Valley Bank, First Citizens Bancshares, Inc., and Capital Advisors Group, 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 investment approach.

Lindsay Owens is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has been with J.P. Morgan Chase Bank NA and JPMorgan Securities LLC for 15 years. Owens holds Series 63 and Series 65 credentials and is based in Washington, DC. 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 when recommending strategies.

Soo Jeong Heo is a Series 66–licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior roles include positions at Barings and Stride Inc, as well as entrepreneurial experience running Doma Korean Kitchen. 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.

Joyce Ward is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and 28 years of industry experience. She has been with J.P. Morgan Securities since 2001 and also works with JPMORGAN Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved in managing several rental real estate properties in New York City and Washington, DC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation models with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Shawn Roberts is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Truist Advisory Services, BB&T Investments, and their affiliated entities. 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 non-discretionary advisory program supported by an in-house manager solutions team and a centralized due-diligence framework.

Catesby Palmer is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and possessing 10 years of industry experience. Prior to joining JPMorgan Securities and JPMorgan Chase Bank in 2021, he worked at Fiduciary Investment Management International and BB&T Investment Services. He serves on the boards of the Northern Virginia Estate Planning Council and VHC Health, both nonprofit organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support its recommendations.

Courtney Straus is a CFA® charterholder with 22 years of industry experience, currently serving at J.P. Morgan Securities since 2003. She has been affiliated with Jpmorgan Chase Bank, N.A. since 1998. Outside of her advisory role, she is the owner and investor in Grace the Musical LLC, a production company for a play debuting at Ford’s Theater, and serves as Treasurer for the Middleburg Film Festival, acting as an ambassador for the event. 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 non-discretionary advisory model.

Bruce Tanous is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities and affiliated entities since 2006, following five years at Neuberger Berman BD LLC. 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 incorporates an ESG eligibility framework in its recommendations.

Stefan Shrivastava is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously held roles at Merrill and Yale University. 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.

Atleena Jino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2023. Prior to her current roles, she was associated with Aces In Motion and the University of Florida. 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 recommendations.

Rick Starr is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023, following six years at Bank of America and Merrill. Outside of his advisory role, Starr serves as a board member at George Mason University, contributing approximately five hours weekly. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

John Cruikshank is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase since 2006. Outside of his advisory role, he is a passive investor in Takoda Navy Yard, a bar and restaurant concept in Washington, DC. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Mason is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Pruco Securities LLC. He also previously worked at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.