Baton Rouge, LA N 4th St Office

Caroline Pellegrini is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions at JPMorgan Chase Bank and Amedisys, and completed her education at Louisiana State University. 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.

Luke Pezzulla is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His background includes roles at Robert W. Baird & Co. Incorporated, Maxwell's Market, and Louisiana State University. 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 to guide its recommendations.

Ryan Istre is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at Merrill and UBS Financial Services. He is currently based in Baton Rouge, LA. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Hope Bellelo is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. 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 applying an ESG eligibility framework in its recommendations.

Ross Massey is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Life Insurance Corp, Ameritas Investment Company, Wealth Solutions, LLC, and Tulane University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized manager due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary services through a select group of Wealth Advisors.

William Read is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Chaffe And Associates, Battery Ventures, Intermountain Management, Breithaupt, Dubos & Wolleson, LLC, and operated the Read Eye Center from 2016 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of 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 organization, offering access to a wide range of investment products.

Logan Kern is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has held roles at JPMorgan Chase Bank, Postlethwaite And Netterville, and Louisiana State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Rhonda Southall is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 36 years of industry experience. She has been with J.P. Morgan Securities since 2010 and also works with JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities LLC 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.

Christopher Prudhomme is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Nylife Securities LLC and New York Life Insurance Company for over three decades. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Bradly Bourg is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Cadence Bank and the Office of Congressman Garret Graves. 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 delivers these services on a non-discretionary basis while combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Olivia Olinde is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2019, she worked at Business First Bank from 2016 to 2019. Outside of her advisory role, Olinde serves on the board of GBRFB Mission Support, a nonprofit supporting the Greater Baton Rouge Food Bank, and participates on the Food Bank’s Investment Committee. 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.

Joshua Bloom is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, he is a partial owner of Gadol, LLC, where he participates in decisions related to property acquisitions, upgrades, and tenant management. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Roy Issa is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at New York Life, Guardian Life Insurance, and Park Avenue Securities. Outside of financial services, he is involved with Family Coffee Co. 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. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Matthew Kohn is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. Prior to this, he was employed at Capital South Wealth Management and has experience at Genesis Real Estate Advisers LLC and Louisiana State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Jaime Dasso Montero is a financial advisor at J.P. Morgan Securities with a Series 65 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, Montero held roles at several firms including Nova Legacy Capital Advisors, SCAP Services Corporation, and CH Global Capital. 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 to guide recommendations.