Charlotte, NC Congress Street Office

Tracee Pearson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She previously worked at Morgan Stanley and Jpmorgan Chase Bank, N.A. outside of her current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Elliot Broadfoot is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes 18 years at Wells Fargo Securities and three years at HSBC Securities (USA) Inc. 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 inform its recommendations.

Henry Winslett III is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Securities, LLC for seven years. Winslett is co-founder and Treasurer of a nonprofit organization focused on supporting families with rare diseases. 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 incorporating an ESG eligibility framework in its recommendations.

William Sullivan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments and 49 Financial. 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. The firm applies an ESG eligibility framework and offers recommendations limited to internally approved funds and strategies.

Andrea Clark is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, J.P. Morgan Private Bank, and worked at Brown University’s Curricular Resource Center. J.P. Morgan Securities 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 an ESG eligibility framework.

Vishesh Verma is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Duke University and NJOY. J.P. Morgan Securities 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 an ESG eligibility framework.

Anna Stolz is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Goldman Sachs and Janney Montgomery Scott. Stolz serves on the Finance and Marketing Committee of the Women's Impact Fund, a nonprofit organization based in Charlotte, NC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Parker Joe Robinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including UBS, Goldman Sachs, and Guggenheim Securities. Prior to his financial services career, he was employed by the Los Angeles Angels. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors within the broader J.P. Morgan organization.

John Walsh is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked at various J.P. Morgan entities since 2007. Outside of his advisory role, Walsh is an owner and partner in a magnet manufacturing company, Niron Magnetics. J.P. Morgan Securities LLC provides investment 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 inform its recommendations.

Anna Catherine Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at Golub Capital and JPMorgan Chase Bank, N.A., as well as involvement with Davidson College and Durham Academy Summer Camps. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Michael Fraebel is a financial advisor with J.P. Morgan Securities in Charlotte, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Accenture LLP and Insight Sourcing Group Holdings. 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 in its investment recommendations.

Robert Mc Kernan is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as involvement with Noble Food and Pursuits. 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 in its approach. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Caleb Wood is a CFP® with three years of industry experience, currently affiliated with J.P. Morgan Securities in Charlotte, NC. His career includes roles at JPMorgan Chase Bank, Athos Private Wealth, and Brigham Young University. 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.

Kevin Lam is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase Bank, Bank of America Merrill Lynch, and private equity, as well as a four-year period at the University of South Carolina. 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 applying an ESG eligibility framework when recommending strategies.

Conor Clougherty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining J.P. Morgan in 2025, he worked at Guardian Wealth Advisors, LLC and several other firms. Outside of finance, he is an NCAA football official, officiating Atlantic Coast Conference games since 2015 and is involved with the National Football League’s Mackie Development Program. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.