Sebastian Davalos is a financial advisor with J.P. Morgan Securities in Weston, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Ameriprise and Fidelity, alongside his current tenure at J.P. Morgan and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The advisory process integrates quantitative and qualitative due diligence supported by a manager solutions team and incorporates ESG considerations where applicable.

Camilo Vilchez is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.