Chase Walian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Third Bridge US Inc. from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christian Gomez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Genter Capital Management, Capital Research and Management Company, and RNC Capital Management LLC. He has also worked at Jpmorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Suranga Ganewatte is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has worked at JPMORGAN Chase Bank, N.A. since 2017 and serves in the United States Air Force as a Health Service Manager. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Eva Rhodes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked within various divisions of J.P. Morgan since 2014, including roles in the London branch and both J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, with a non-discretionary program that relies on an in-house manager solutions team and centralized due diligence processes.

Thomas Christopoulos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. In addition to his advisory role, he is a partner and owner at Gus and Andy's Montrose Grill, where he handles bookkeeping responsibilities on weekends. 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 investment process.

Michael Carner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Lucia Capital Group, LPL Financial, and Northwestern Mutual. 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.

Michael Grosslight is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morton Wealth, MindBridge Analytics Inc, Blackline Inc, and Bloomberg L.P. 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, using quantitative asset-allocation modeling and centralized due diligence, with recommendations guided by an ESG eligibility framework.

Dennis Clapp is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His career includes prior roles at Bank of America, Merrill, and Wells Fargo. Outside of advising, he owns a holding company for collector cars and operates a storage business renting space to other car collectors. He is also involved with the Chinese Culture Development Center as a social media influencer documenting cultural events. 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. The firm offers non-discretionary advice through a select group of Wealth Advisors and accesses a broad range of products through its affiliated entities.

Sean Laverty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at multiple firms, including Wells Fargo and Santa Cruz County Bank, and was involved with the Harvard Club of Santa Barbara from 2023 to 2024. 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, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mustafa Bhola is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2011. Outside of his advisory roles, he has operated a notary service business from 2017 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Patrick Erhart is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including First Republic Investment Management and Mass Mutual Life Insurance Company. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Peter Gould is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo and its affiliates prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Alice Rieckmann is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023, following nine years at Bank of America NA and Merrill. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Leah Weiss is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at Rimrock Capital Management and JPMorgan Chase Bank, N.A. She has also been involved with educational institutions such as St. Margaret's Episcopal School and the University of California. 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 when recommending strategies.

Natalie Krouth is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Comerica Bank and City National Bank. Outside of her advisory work, she is involved in real estate investing through her personal DBA, Nk Ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through a model that integrates quantitative asset-allocation and centralized due diligence with an ESG eligibility framework.

Orin Winick is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Aspiriant LLC, Barclays Capital Inc., Merrill, and Manhattan West Asset Management, 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 applies an ESG eligibility framework when recommending investment strategies.

Gregory Shamoon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Brown Brothers Harriman, Citibank, UBS, Amgen Incorporated, and the University of San Diego. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Brandon Perdue is a financial advisor at J.P. Morgan Securities with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sanford C Bernstein & Co LLC, UBS Financial Services, and J.P. Morgan Chase Bank, N.A. He is based in Westlake Village, CA. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, providing asset allocation advice, manager searches, and customized performance reporting with a quantitative and ESG-integrated approach.

Kyle Bobo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab, California Credit Union, and Thrivent Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Erik Sahakian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Halluminate Inc, Rapidx Labs Inc, and Ernst & Young LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Andrew Nakagawa is a financial advisor at J.P. Morgan Securities with 16 years of experience in the industry. He holds a Series 66 designation and has previously worked at LPL Financial, California Bank & Trust, and Wells Fargo in various advisory and banking roles. Nakagawa is based in Westlake Village, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and customized reporting.

Jacob Furlow is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and Morgan Stanley. He serves as a board member for the Make A Wish Foundation’s local chapter. 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 delivers these services through Wealth Advisors alongside affiliated brokerage and investment management capabilities.

Adam Johnson is a Series 66-registered financial advisor with J.P. Morgan Securities, bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors and City National Securities before joining J.P. Morgan in 2023. 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.

Katarina Kern 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 worked at Dimensional Fund Advisors and JPMorgan Chase Bank. Outside of her advisory role, she owns and operates an equine business through Ivanoventures 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 select group of Wealth Advisors.

Elmira Lavi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS, Morgan Stanley, Oppenheimer & Co., and LACERS. J.P. Morgan Securities provides investment consulting and advisory services primarily 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Miles is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Tidemark Financial Partners and Playfair Planning Services, as well as experience outside finance in retail and fitness sectors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Cory Colgan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., before joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025. 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 offers access to a range of investment products, including security-based swaps and futures commission merchant services.

William Lyman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations. He began his career in the industry in 2026 and has experience with multiple firms including DeGroote Financial Group and JPMorgan Chase Bank, N.A. Prior to his advisory role, he attended Lehigh University and has been involved with organizations such as Oaks Christian School and North Ranch Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Wiser is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup and JPMorgan Chase Bank prior to his current role. Outside of his advisory work, he is a partner in Pleasant Village GP LLC, which serves as the administrative general partner for a residential development project. 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.