Hemet, CA E Florida Ave Office

Sergio Godinez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he has spent ten years officiating collegiate football games in Southern California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and includes an ESG eligibility framework.

Megan Shoemake is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. 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 combines quantitative screening and qualitative research, incorporating forward-looking market assumptions and an ESG eligibility framework.

Annette Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016, with prior experience at Wells Fargo Clearing and Chase Investment Services Corp. 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’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes an ESG eligibility framework.

Lahnna Morton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities and its affiliates since 2007. Outside of her advisory role, she is involved in horse breeding through a family venture. 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. Their advisory process combines quantitative screens and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Jason French is a financial advisor with J.P. Morgan Securities in Hemet, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. since 2018 and J.P. Morgan Securities since 2012, along with prior experience at Chase Investment Services Corp., U.S. Bancorp Investments, Inc., and Wamu Investments, Inc. 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’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Michelle Jersey is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 designations and has 30 years of industry experience. She previously worked at UBS Financial Services for 15 years and has been with J.P. Morgan Securities since 2019. Outside of her advisory role, she is involved in consulting on social media marketing for online businesses and supports an online lead generation system related to health coaching. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Andrew De Vera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan in various capacities 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’s program offers non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and incorporates ESG frameworks and derivatives capabilities.

Ana Dominee Del Rosario is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and four years of industry experience. She has worked at J.P. Morgan Securities LLC since 2021 and has been with JPMorgan Chase Bank, N.A. since 2017. Prior to her career in finance, she held roles at The Home Depot and Studio Mm&b. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s program emphasizes 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 investment research.

Ashley Callow is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to her current roles, she was employed at Mission Lakes Country Club, McDonald’s, and the Agua Caliente Band of Cahuilla Indians. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers broader derivatives and commodities capabilities through specialized regulatory registrations.

Alexandra Sayvong is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. Her career includes various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with additional experience at Gosch Ford and Braganza. 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 focuses on asset allocation advice, investment manager searches, and customized performance reporting, utilizing a combination of quantitative and qualitative research supported by centralized due diligence.

Nozomi Laughy is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. 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 combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Vanessa Grillo 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 firms including UBS Financial Services and Merrill. Her current role began in 2023 at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Holly Hamana is a financial advisor with J.P. Morgan Securities in Hemet, CA, holding Series 63 and Series 65 credentials and six years of industry experience. Her work history includes roles at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a prior position at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lee Skillman is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Wells Fargo Advisors, and Citigroup Global Markets prior to joining J.P. Morgan in 2015. 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 includes centralized due diligence with both quantitative and qualitative research, and incorporates an ESG eligibility framework in recommendations.

Emiliano De Riquer is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and has held previous positions at firms including AllianceBernstein, Prudential Financial, MassMutual, Guardian Life Insurance, and Bank of America/Merrill Lynch. Emiliano is based in Hemet, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.