Bellevue, WA NE 4th Street Office

Scott Mac Cormac is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non‑discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and may incorporate ESG criteria.

Trang Hoang is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, IFG-International Financial Group, Transamerica Financial Advisors, Amazon, and Massachusetts Mutual Life Insurance Co. She also worked at Merrill, Bank of America Merrill Lynch, and TD Ameritrade. 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 is supported by a centralized due diligence team and integrates systematic quantitative and qualitative research with forward-looking capital market assumptions.

Heather Henderson is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with J.P. Morgan Securities in Bellevue, WA, having held various positions within J.P. Morgan Chase and affiliated entities since 2019. Prior to that, she worked at KIS Investment Services, LLC and Signator Financial Services, Inc. Heather has no other noted outside business activities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.

Chelsea Walters is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Morgan Stanley, Nationwide Mutual Insurance Company, Merrill, Bank of America, and Wells Fargo. 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 support its recommendations and offers broader derivatives and commodities capabilities.

Sai Puli is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Amerisal Financial Inc and was involved with Barsony Holsters & Belts 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 advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Denis Nemeth is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A. beginning in 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Sebastian Gonzalez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Russell Investments for four years and has held positions outside the financial sector, including roles at Cactus Restaurants and Shapri Corporation. He holds the Series 66 designation. 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. Their advisory process combines quantitative and qualitative research, employing forward-looking capital market assumptions to guide recommendations that incorporate an ESG eligibility framework.

Marcela Scott is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. 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 advisory process uses centralized due diligence with both quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Chaoran Yu is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Yu worked at JPMorgan Chase Bank, Bank of America, Merrill, and First Financial NW Bank. Outside of his advisory role, he personally invests in rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with client retention of final decision-making authority.

Daniel Purcell is a financial advisor at J.P. Morgan Securities in Bellevue, WA, with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Charles Schwab (formerly TD Ameritrade), UBS Financial Services, and Pacific West Financial Consultants. 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 non-discretionary advisory program focuses on written asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Nancy Sanchez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Prior to that, she was with Livlyn, LLC from 2017 to 2021. 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 incorporates centralized due diligence using quantitative and qualitative research and may include ESG criteria within its recommendations.

Brian Cohen is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously worked at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Cohen is involved in several wellness-related business ventures, including co-ownership and general partnerships in yoga and barre studios and wellness companies. 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. Its advisory process combines quantitative and qualitative research with a focus on eligible strategies and includes broader derivatives and commodities capabilities.

Feng Chi Chen is a financial advisor at J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 designations with 14 years of industry experience. Chen has worked at J.P. Morgan Securities and JPMORGAN Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Stacy Allred is a CFP® with 26 years of experience in the financial services industry. She is currently with J.P. Morgan Securities in Bellevue, WA, having previously worked at Merrill and First Republic Securities and Investment Management. She serves on the Advisory Board and as Domain Chair for Leadership and Transition at the Ultra High Net Worth Institute. 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 non-discretionary program emphasizes written asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.