Del Mar, CA Via De La Valle Office

Jack Plew is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Northwestern Mutual. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Dennis O Connell Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 25 years of industry experience. His prior work includes roles at TD Ameritrade and T. Rowe Price Advisory Services. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations where applicable.

Ian Kelly Thomas is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining J.P. Morgan Securities, he worked at firms including LPL Financial, Cetera Financial Group, and Affinity Financial Advisors. He is also CEO of Tadich Capital, a private investment firm, and leads IKT Holdings Inc., a business consulting company. 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 a non-discretionary process supported by centralized due diligence and quantitative and qualitative research.

Douglas Robichaud is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and JPMorgan Chase Bank, N.A. In addition to his financial career, he has been involved with Mama Boss Babe Inc. since 2018. 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 and fund searches, and customized performance reporting.

Payam Haghani is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations. Outside of his advisory role, he is the owner and partner of Persian Dreams, an online retail store specializing in art crafts from around the world. 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 through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

Dashiell Weiner is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan Securities in 2015, he spent three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Nicolas Mendez is a Series 66 licensed advisor with J.P. Morgan Securities in Del Mar, CA, with four years of industry experience. His prior roles include positions at Fidelity Investments and Gentrust Wealth Management. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Adrian Schulz is a Series 66-credentialed advisor with 20 years of experience, currently affiliated with J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A. and Equitable Advisors. 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. The firm utilizes a centralized due diligence process combining quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Dolly Cooper is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Bank for ten years. Cooper is also involved with Llama Haven LLC, a business activity noted in her background. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses 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.

June Falales is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill, Prudential Financial, and Luiz H Boscardin. Falales also spent 19 years at Tiffany & Company prior to her financial services career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program that offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG framework, supporting clients with specialized capabilities in derivatives and commodities.

Phillip Kaplan is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. 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 with forward-looking capital market assumptions to develop model asset allocations, offering a program that emphasizes client decision-making and incorporates ESG eligibility criteria.

Richard Chase is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank NA for 14 years. 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. Its advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Bradley Cooperman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering 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.

Rebecca Belloso is a Series 66 licensed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities and has prior experience at Merrill and JPMorgan Chase Bank, N.A. Before her finance career, she worked in the foodservice industry with San Diego Dining Group and La Mesa Farmers Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers 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.

Christopher Kielar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes prior roles at Wells Fargo Bank, N.A., Bank of America/Merrill Lynch, and earlier tenure at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory work, he personally owns rental property, which is managed by a third party. 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 approach involves non-discretionary, written asset allocation advice and manager searches supported by systematic quantitative and qualitative research, with a focus on customized reporting and a range of specialized regulatory registrations.