Shawna Price is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2006 and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations, with certain services provided by affiliated entities.

Henryk Rawner is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and the Law Offices of Zofia Rawner PLLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Valdemaras Raizys is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates ESG eligibility in its recommendations.

Chaicharn Dhepyasuwan is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with J.P. Morgan Securities since 2006 and with JPMorgan Chase Bank, NA. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

John Ho is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank (IL) since 2024. Prior to that, he was employed at M1 Finance and Foreign Auto Connect. 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 and fund searches, and customized performance reporting. The firm's advisory process integrates centralized due diligence combining quantitative and qualitative research, and it maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jason Allen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2009, with prior experience at BMO Harris Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility in its recommendations.

Jamal Nia is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Thomas Garvey is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG eligibility frameworks within its recommended strategies.

Matthew Marino is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. 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. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

James Stanton is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank in Wilmette, IL, having previously worked at firms including Arthur J. Gallagher & Co., Thompson Flanagan, Primerica Financial Services, GSI, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and utilizes a range of eligible strategies, including those with an ESG framework.

Michael Mirza is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of J.P. Morgan and Chase since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's process integrates quantitative and qualitative research and incorporates ESG considerations within its model asset allocations.

Tyler Passmore is a CFP® professional with 25 years of industry experience, currently affiliated with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. He has worked with these firms since 2012 and 2015 respectively, and previously was associated with Tell LLC from 2003 to 2017. 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. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, and it maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.