Houston, TX San Felipe St Office

Chris Bouyear is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and Chase Investment Services Corp. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 advisory process combines quantitative and qualitative due diligence, incorporates forward-looking capital market assumptions, and may include an ESG eligibility framework.

Jenny Lin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan, Cetera, East West Bank, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Robert Vastine is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at Raymond James & Associates for one year. Based in Houston, TX, Vastine provides advisory services through J.P. Morgan Securities. J.P. Morgan Securities offers 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 combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation and portfolio services provided by affiliated entities.

Jocelyn Caliel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, Mercer Global Advisors, 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 searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Mohammad Shemiranipour is a Series 66-licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and is also an investor and general partner at Oilyx, LLC, which focuses on land acquisition for natural resource exploration. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG criteria.

Stefan Abhiram is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank in various capacities since 2008. His background also includes a role at Shaver Real Estate LLC in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes quantitative and qualitative manager due diligence and incorporates ESG eligibility criteria where applicable.

Andrea Gamez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and with eight years of industry experience. She has been with J.P. Morgan Securities since 2018 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2012. 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 program focuses on non-discretionary 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.

Cynthia Tran is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and was previously with Chase Investment Services Corp. from 2007 to 2012. 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 within a non-discretionary advisory program. The firm’s advisory approach incorporates both quantitative and qualitative research, including ESG considerations, and leverages broader derivatives and commodities capabilities.

Charles Bohovich is a financial advisor at J.P. Morgan Securities in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, UBS International Inc., and Hudgins Family LP. 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 incorporates quantitative and qualitative analysis supported by a centralized due diligence team and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Zeenath Selvakumar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. Outside of her advisory role, she is involved in health and wellness coaching through Zenergy Life Coaching, focusing on breath training, yoga, and meditation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches while clients retain final decision-making authority.

Lisa Forsythe is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2000. 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 screens with qualitative research and includes broader derivatives and commodities capabilities.

Robert Rodriguez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2013 and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process incorporating both quantitative and qualitative research.

Howard Herring II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he is involved with 5 Pines Enterprises, a family partnership managing commercial real estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients.

Zachary Atasi is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 license with one year of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Ameriprise Financial, and JPMorgan Chase Bank, N.A. He has also been involved with a venture named My Neighbor Felix. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and integrates quantitative and qualitative research to support its recommendations.

Adam Park is a CFP® professional with 21 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and previously held a position at Chase Investment Services Corp. from 2005 to 2012. 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 incorporates centralized due diligence with both quantitative and qualitative research and includes ESG considerations in recommended strategies.