Parinaz Toohidlou is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo NA. Outside of her advisory role, she has experience working as a caregiver. 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 analysis to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Lizbeth Perez Jurado is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Bank of America, Merrill, Chase Investment Services Corp., and Fidelity. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Amir Rad is a Certified Financial Planner® with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Woodland Hills, CA. His prior experience includes roles at Merrill and JPMorgan Chase Bank, N.A. He 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 advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG considerations when appropriate.

Grant Goldstein is a financial advisor with J.P. Morgan Securities in Woodland Hills, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and One Capital Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and benefits from its broader derivatives and commodities capabilities.

Melody Nekourouh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Prudential Insurance Company/LPL Enterprise and Royal Bank of Canada. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a mix of quantitative and qualitative research.