Irvine, CA Park Plz Office

Robert Arvizu is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2011 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Tian Gao is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial Services. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Meghan Westervelt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Siemens Financial Services Inc from 2016 to 2018. 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 applying an ESG eligibility framework in its recommendations.

Paul Bastio is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. He is based in Irvine, California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Ethan Morgan is a CFP® professional with 30 years of industry experience, currently affiliated with J.P. Morgan Securities in Irvine, California. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2012. Morgan serves as a director and finance committee member of the Segerstrom Center for the Arts, a community performing arts organization. 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.

Layson Savant is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and David A Vasquez CPA. Outside of his advisory role, he is an owner and partner of Golden Eagle Court LLC, a residential property investment. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Gregory Surat is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Fidelity Personal and Workplace Advisors, and E*Trade Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Mohammad Rihan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. His prior experience includes roles at MMZ Enterprises, LLC and Launch Point One, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Amber Jensen is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and AJMS Ventures, LLC. Outside of finance, she has experience working in the restaurant industry with Modo Mio Restaurant. 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 investment approach.

Lauren Memoly is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at LBA Realty LLC and had a role with the Grindavík Njaróvik Football Club. 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 recommendations.

Arnold Cassuto is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously been involved in an e-commerce business, AAC Solutions, LLC, which operates a family-owned Walmart online store. Cassuto has worked within various branches of JPMorgan since 2013. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative modeling and centralized due diligence in its advisory process and incorporates an ESG eligibility framework when recommending strategies.

Connie Liberto Alvarez is a CFP® professional with 16 years of industry experience. She is currently with J.P. Morgan Securities, where she has worked since 2020. Her prior roles include positions at Polaris Greystone Financial Group, New York Life Insurance Agents, and LPL Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Veronica Navarrete is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and over 25 years of experience in the financial industry. She has been with JPMorgan Chase Bank, N.A. since 1997 and has served at J.P. Morgan Securities in multiple periods since 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Alexander King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan entities since 2011. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Evan Munaretto is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co LLC. In addition to his financial roles, he has experience working with Soulcycle and Heyday Wellness LLC. 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 guide its recommendations.