Zoumana Berte is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Citigroup Global Markets, SunTrust Bank, and Wells Fargo Clearing. Outside of his advisory role, he is involved in health and wellness ventures and serves on the board of a nonprofit organization focused on inclusive opportunities for people of diverse backgrounds and abilities. 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.

Elizabeth Hopkins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Funds Distributor, LLC, Thompson, Siegel & Walmsley LLC, and Bank of America/Merrill Lynch. She serves as Secretary on the Richmond Ballet Advisory Council and is a member of the Professional Advisory Council for the Community Foundation for a Greater Richmond. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary advice delivered by a select group of Wealth Advisors.

Caroline Thummel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank and Tortoise Ecofin Investment Advisors, as well as involvement with Wake Forest University and several entrepreneurial ventures. 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 operates with a centralized due-diligence framework and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Jake Matysek is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Michael Lopes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. He holds a Series 66 designation. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank deposit and credit products. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Cherrey is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA since 2017 and JPMorgan Securities LLC since 2014. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Braxton Ransaw is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and five years of industry experience. Before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, he worked at Sanford C. Bernstein & Co., LLC for three years. 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 when recommending investment strategies.

David Hartmeier is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2017 and 2018, respectively. 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.

Zachery Daniel is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Atlantic Union Bank from 2016 to 2023 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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.

Ariana Haislip is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has six years of industry experience. She has worked at Merrill and various other firms before joining J.P. Morgan in 2022. Outside of her advisory role, she works as a pickleball instructor. 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 affiliated brokerage and investment management capabilities.

Stephen Antosh is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has been with JPMorgan Securities LLC since 2002 and Jpmorgan Chase Bank NA since 2016. Outside of his advisory role, he holds passive equity investments in various businesses including biotechnology firms, aerospace and defense companies, technology ventures, and several food and beverage establishments such as Astro Beer Hall and the upcoming Oak Club steakhouse. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Ganithri Wickramasinghe is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at Merrill and Bank of America, among other firms. Outside of her advisory role, she is also involved in pet sitting through a local pet services business. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Christiana Kambouris is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank and Northrop Grumman. 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 investment recommendations.

Scott Sturley is a financial advisor with J.P. Morgan Securities in Clarksburg, MD, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. 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 additional market-facing registrations and functions, delivering its programs on a non-discretionary basis.

Scott Morgenthaler is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is involved with 318 Placido Place 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Noah Sekowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Robert Keefer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2013. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Edward Duffy Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining J.P. Morgan in 2023. In addition to his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit services. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jacqueline Perrins is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2016 and has been with J.P. Morgan Securities and its predecessor, Chase Securities Inc., since 2001. Outside of her advisory role, Perrins serves as a director for Explore Museum, a nonprofit organization focused on educational programs for children in the DC metropolitan area. 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 inform its recommendations.

Dylan Cantz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked in various roles at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Western Asset LLC. His background also includes time at the University of California, Berkeley. 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 investment recommendations.