Houston, TX Fannin Street Office

Taylor Korb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. from 2010 to 2018. 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 combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Jared Harville is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with JPMorgan Chase Bank and JP Morgan Securities LLC since 2014. 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 program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jeremy Cooke is a CFP® credentialed advisor with 23 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has worked at JPMorgan Chase Bank, NA since 2003. Based in Houston, TX, Cooke holds Series 63 and Series 66 licenses. 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 through a non-discretionary program. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Diana Momin is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Her work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and BBVA Securities Inc. 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’s advisory process integrates quantitative and qualitative research and includes derivatives and commodities capabilities not commonly found in similar institutional programs.

Ashley Brence is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Frost Brokerage and Merrill Lynch, and has experience outside finance at Bass Pro Shops and Gigglin' Marlin Dive and Swim. 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 through a non-discretionary program.

Mirna Polis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, she was employed at the Royal Bank of Canada. 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 combines quantitative and qualitative research and incorporates ESG criteria, with a broad range of derivatives and commodities capabilities.