Carmel, IN E. Carmel Dr. Office

Samer Barham is a financial advisor with J.P. Morgan Securities in Carmel, IN, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of America/Merrill Lynch. Prior to his financial services career, he held positions in the automotive and construction industries. 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 quantitative and qualitative research and incorporates ESG considerations within a centralized due diligence framework.

Oguzhan Yesinnar is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, also affiliated with JPMorgan Chase Bank since 2015. 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 offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies including ESG considerations.

Bradley Matthews is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. 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 includes centralized due diligence supported by both quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Rene Wien is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. His prior experience includes roles at Uber and Smokey Bones Bar and Fire Grill. 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 integrates quantitative and qualitative research and includes a capabilities framework for ESG investments.

Logan Petre is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, Petre serves as the treasurer and a board member of Indy Hygiene Hub, a nonprofit providing essential hygiene items to families in central Indiana. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Richard Graham is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at JPMorgan Chase Bank, Natcity Investments, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm's advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Justin Burge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at 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 focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG eligibility frameworks.