Austin, TX Colorado St Office

Michael Clay is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2018. Prior to that, he was associated with The Whittemore Collection, LTD. from 2015 to 2018. 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 combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

James Martin 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 JPMorgan Securities LLC and JPMorgan Chase Bank since 2022. His background includes roles at CRAE Investment Group and involvement with Ocean Bay Volleyball Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Boriskin is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at BBVA Wealth Solutions, Merrill, and Wells Fargo Investments. Outside of finance, he is involved as an owner and partner of a competitive BBQ team and food seasoning business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary program.

Evelyn Richey is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and based in Austin, TX. She has one year of industry experience and has previously worked at JPMorgan Chase Bank, Corepower Yoga, Lennox International, and several other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Patrick Hollinger is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of experience with J.P. Morgan Securities and JPMorgan Chase Bank, both from 2016 to the present, based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions, offering a range of eligible strategies that may incorporate ESG criteria.

Julia Schell is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Goldman Sachs for three years and held roles at Deloitte, Endeavor Real Estate Group, and the University of Texas. 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 within a non-discretionary advisory framework.

Kerrington Bigsbee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, Bigsbee held roles including involvement with Indiana University’s Business is Global Program and Ernst & Young LLP. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that incorporates both quantitative and qualitative research.

Andrew Poole is a financial advisor at J.P. Morgan Securities based in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lido Advisors, Bluespring Wealth Partners, and Albertsons Companies, Inc. He has also been involved with the Kappa Alpha Theta Fraternity Housing Corporation. 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 and incorporates a broad range of strategies, including derivatives and commodities capabilities.

Saida Volpe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has held roles at JPMorgan Chase Bank, Morgan Stanley Private Bank, and Morgan Stanley, with a career spanning both advisory and private banking functions. 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 searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Corbin Tips is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at American Airlines and attended the University of Texas. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Carly Jenkins is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and is also the owner and partner of TillerXR LLC, a drone photography and 360 virtual tour company. Additionally, she serves as Treasurer and CFO on the executive committee of the Austin LGBT Chamber of Commerce, overseeing financial reporting and taxation. 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 is supported by centralized due diligence combining quantitative and qualitative research, with an emphasis on Eligible Strategies and incorporates ESG considerations.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Investments, LLC. 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 and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with forward‑looking capital market assumptions and incorporates ESG considerations, supported by affiliated investment-management entities.

Colin Bruenjes is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill, TIAA-CREF, and JPMorgan Chase Bank prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Livingston II is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan, he worked in roles related to wildlife conservation and consulting, including positions with the San Diego Zoo Wildlife Alliance and Conservation Centers for Species Survival. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrew Brock is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at AllianceBernstein L.P. and various divisions within JPMorgan Chase since 2012. Outside of his advisory duties, he works with the Boys & Girls Club of Austin, supporting community youth programs. 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, and endowments. Their process integrates quantitative and qualitative research and includes advanced derivatives capabilities through affiliated entities.