Aamir Qureshi is a financial advisor with J.P. Morgan Securities in Washington, DC. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2024. 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, investment adviser, and commodity-related registrations.

Phoebe Solms is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank, she worked at PricewaterhouseCoopers for two years. 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 applies an ESG eligibility framework when recommending investment strategies.

Roshan Revankar is a financial advisor at J.P. Morgan Securities with the Series 66 designation and approximately one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Wells Fargo, Carolina Housing, and the University of North Carolina. 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.

Mark Henderson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over nine years of industry experience. His prior roles include seven years at Bessemer Trust, two years at Van Ness Feldman LLP, and two years at Georgetown University. 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 and centralized due diligence. The firm offers customized, non-discretionary investment advice incorporating an ESG eligibility framework and access to a broad range of fund and strategy options.

Richard Kline is a financial advisor at J.P. Morgan Securities with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AMG Funds LLC and Vision 4 Fund Distributors LLC. Since 2021, he has been employed by both J.P. Morgan Securities and JPMorgan Bank, allowing him to offer a range of banking products and services in addition to investment advisory. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis with client decision-making authority.

Mason Davis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co. Inc. outside of his current role. Mason has held various positions across different industries prior to entering financial advisory. 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.

David Seidl is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Chesapeake Corporate Advisors, and attended the College of William and Mary. 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.

Mark Paschall is a financial advisor with J.P. Morgan Securities in Ashburn, VA, holding a Series 66 designation and three years of industry experience. He previously worked at BDO USA, LLP for eight years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. In addition to his advisory role, he is employed by JPMorgan Bank, which enables him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm operates as both a broker-dealer and investment adviser, combining large institutional advisory operations with brokerage and investment management capabilities.

Ashley Hall is a financial advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Hall worked for four years at Chevy Chase Trust and four years at the Smithsonian Institution. Hall holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its process includes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Michael Ruff is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, Deloitte Consulting LLP, and EY LLP. 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 an ESG eligibility framework in its recommendations.

Edward Tarbutton is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at JPMorgan Securities LLC since 2017, following prior roles at FBR Capital Markets & Co. and Morgan Stanley. He serves as a board member for the Town of Chevy Chase View, a local neighborhood council. 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.

Meg Shernisky is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at various JPMorgan entities since 2022 and has prior experience with the University of Maryland and state political organizations. She serves as a board member on the St. Mary's College of Maryland Alumni Council, providing input on alumni association matters and college events. 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 team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Matthew Taylor is a Series 66-credentialed financial advisor with 10 years of industry experience. He has been with J.P. Morgan Securities LLC since 2019 and previously worked at PNC Investments and PNC Bank. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Jay Siembieda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he serves as Chairman of the Board of Directors for the Yale Veterans Association, an organization supporting military service members and veterans. J.P. Morgan Securities 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 an ESG eligibility framework.

Mindy Mammen is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, she worked at Tiffany and Company from 2014 to 2016. Outside of her advisory career, she is a manager of It's Our Road Farm, LLC, a family-owned farm leasing land for cotton and sorghum cultivation. 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.

Heather Huff is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at BOFA Securities, Inc. and consulting roles including work with the University of Virginia Darden School Foundation and HBH Healthcare Consulting, LLC. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Arathi Bezwada is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Group AG and the National Labor Relations Board. Outside of her advisory role, she is an owner and partner in Gecko Robotics, a company that develops AI-driven robotics systems for infrastructure inspection and predictive maintenance. 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.

Ryan Whyte is a CFP®-certified financial advisor with J.P. Morgan Securities in Washington, DC, bringing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Wellington Capital Management, Inc. He is also the head coach of a youth lacrosse team, an activity he has been involved with for over a decade. 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 applies an ESG eligibility framework when recommending strategies.

Vernon Biggs is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Northern Trust Securities and Northern Trust Bank, where he worked for 11 years, as well as Northwestern Mutual Investment Management. Vernon joined J.P. Morgan Securities and JPMorgan Chase Bank in 2023. 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 in its recommendations.

Eric Teichberg is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked at J.P. Morgan since 2019 and previously spent eight years with UBS Financial Services. In addition to his advisory role, he is also employed by J.P. Morgan Bank, where he offers deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.