New Orleans, LA 201 Saint Charles Ave Office

Collin Kulivan is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds the Series 66 designation. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Outside of his advisory role, he is involved in conducting baseball lessons in his local community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Chawki El Dahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Tulane University Freeman School of Business. He serves on the Board of Trustees of St. George's Episcopal School in New Orleans. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Carson Lucas is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Tailwater Capital LLC and JPMorgan Chase Bank, N.A. Outside of his advisory work, he owns Sloth Fits, LLC, an online consignment business specializing in secondhand clothing resale. 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.

William Meyers is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, AllerVie Health, Ryan LLC, and the Federal Trade Commission. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Siya Chelapurath is a financial advisor at J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation. Siya has one year of industry experience, with prior roles at JPMorgan Chase Bank and experience working at Tulane University and Inscopix Inc. 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. The firm’s services are delivered on a non-discretionary basis with a focus on approved funds and strategies.

Larry Stoner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024, following prior roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

William Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities in New Orleans, LA. He has one year of industry experience and previously worked at First Horizon and JPMorgan Chase Bank. 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 applying an ESG eligibility framework in its recommendations.

Chris Fath is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has held roles at JPMorgan Securities LLC since 2006 and JPMorgan Chase Bank NA since 2017. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending strategies.

Manolo Baca is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Advisor Resource Council and Faubourg Private Wealth. His background also includes roles at Tulane University in the Chemistry Department. 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 applying an ESG eligibility framework when recommending strategies.

James Brown III is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2012. 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 applying an ESG eligibility framework in its recommendations. The firm operates within a larger financial organization and offers a range of investment products and strategies through this integrated structure.

Katherine Legardeur is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. She has been with J.P. Morgan Securities since 2008 and with JPMorgan Chase since 1996. Outside of her advisory role, she serves on the board of The Idea Village, a nonprofit organization supporting startup founders across the Gulf Coast, and is involved with Junior Achievement of Greater New Orleans Foundation as a board member and investment committee member. 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. The firm delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program that relies on centralized due diligence and an in-house manager solutions team.

Steven Morgan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009 and previously worked at Merrill from 2003 to 2009. 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.

Rudolph Ramelli is a CFP® professional with 13 years of experience in the financial industry. He currently works at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA, where he has been since 2018. His prior experience includes roles at Iberia Asset Management and Morgan Stanley. Outside of his advisory role, he serves on the Investment Committee as a board member for the United Way of Southeast Louisiana. 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 applying an ESG eligibility framework in their investment process.

Marshall Barnett is a financial advisor with J.P. Morgan Securities in New Orleans, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes tenure at Capital One Securities, Inc., and ongoing roles with several investment-related entities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in portfolio construction.

Eamon Kelly is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan, he held roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and worked at Sarah Lawrence College. 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.