Jordan Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Goldman Sachs for three years and has experience at Bloomberg and Vanderbilt University. 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.

Nathalie Leclef is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs before joining J.P. Morgan. Outside of her advisory role, she is a co-owner of DN Hospitality LLC, an LLC focused on commercial real estate 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 in its recommendations.

Nicole Hefner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisors LLC, and Fidelity Brokerage Services LLC. She is also employed by JPMorgan Bank, where she offers a range of bank products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, data-driven process that incorporates ESG criteria and centralized due diligence.

Kylie Jenkins is a CFA® charterholder and financial advisor with J.P. Morgan Securities, based in Washington, DC. She has six years of experience with JPMorgan Chase and its affiliated entities, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Prior to her current position, she held various roles at the University of Richmond. 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 large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of investment services.

Benjamin Eisemann is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. 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 their recommendations.

Garrett Mc Auliffe is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase Bank and positions at Georgetown University, Alteryx Inc, Turnto Networks, and Automatic Data Processing (ADP). 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.

Christopher Caskin 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. His career includes seven years at B. Riley Securities and various roles within JPMorgan Chase entities. 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 offerings.

Catherine Slocum is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has previously worked at JP Morgan Chase Bank N.A. Prior to her financial services career, she was employed at Gails Seafood and Westwood Pharmacy. J.P. Morgan Securities LLC 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 and an ESG eligibility framework. The firm offers customized investment solutions delivered on a non-discretionary basis by a specialized group of Wealth Advisors.

Fredric Walls II is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018, following a seven-year tenure at SunTrust Bank. Outside of his advisory role, he serves on the board of the Williams-Franklin Foundation, which provides scholarships, career counseling, and mentorship for HBCU students. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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 maintaining a centralized due-diligence process.

Rohit Fonseca is a financial advisor with J.P. Morgan Securities based in Washington, DC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining the financial industry, he worked in consulting roles at Deloitte Consulting and Booz Allen Hamilton. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework in its recommendations.

John Snyder is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Brown Advisory and SVB Wealth LLC before joining J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Lauren Finikiotis is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to her current roles, her background includes various positions connected to the College of William & Mary and University of Pittsburgh. J.P. Morgan Securities LLC 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 investment strategies.

Donald Irwin IV is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2002. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage and investment management capabilities.

Maria Clarke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, and previously at Bank of America N.A. and Merrill Lynch from 2014 to 2021. Clarke serves on the Finance and Investment Subcommittee as a board member of Rosalind Franklin University of Medicine and Science, a nonprofit medical school. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and uses an ESG eligibility framework in its recommendations.

Thomas Lamar 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 JPMorgan Chase Bank, FD Stonewater, and the International Tennis Hall of Fame Incorporate. 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 operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Danielle Juda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Juda serves as a director on the board of the Charles E. Smith Jewish Day School, participating in the investment committee responsible for overseeing the school’s endowment. 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 incorporating an ESG eligibility framework in its recommendations.

Andrew Leleck is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 65 and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of finance, he is an owner and partner of Made By the Water, LLC, a company that owns several breweries. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Cicely Fox is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at UBS Financial Services before joining J.P. Morgan in 2019. Cicely holds a Series 66 designation and operates out of Washington, DC. 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 decision-making.

Rishi Vyas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and previously worked at PNC Investments and BB&T Investment Services. Outside of his advisory role, he is a passive investor in a vending machine business with approximately 100 machines across 50 locations. 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 guide its recommendations.

Patrick Boehk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., as well as leadership roles at HBGT LLC and HBLH 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 support customized investment recommendations.