Newport Beach, CA 660 Newport Center Drive Office

Kasandra Schindler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2009 and also works with JPMorgan Chase Bank, where she offers a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

George Yezbak Jr. is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 24 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Rebekah Beekie is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing before joining J.P. Morgan in 2021. She is also an employee of JPMorgan Bank, enabling her to offer certain banking products alongside advisory services. 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 delivers non-discretionary advice through a select group of Wealth Advisors, with recommendations limited to approved funds and strategies.

Drew Yezbak is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2024, as well as experience with coaching and educational services. 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 in its recommendations.

Victor Jimenez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Justin Pearson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he was associated with 97 Communications and the University of California, Santa Barbara, where he was also involved with the UCSB Baseball team. 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 investment recommendations.

Megan Lau is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, NA since 2010. 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 an ESG eligibility framework.

Claudia Lovell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and First Republic Securities Company, LLC. Lovell is based in Newport Beach, CA. 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 in its investment recommendations.

Joseph Dibuono is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at J.P. Morgan Securities in Newport Beach, CA, where he has worked since 2026. His prior experience includes roles at Merrill and CITIZENS 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 an ESG eligibility framework.

Ahmed Lotfy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Effective May 2025, he is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer banking products and services in addition to investment advisory. 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. The firm operates within the broader J.P. Morgan organization and offers access to a diverse range of products, including security-based swaps and futures.

Michael Pitruzzello is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 an ESG eligibility framework.

Alexander Pluta is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked in various roles across the food and solar energy sectors. 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.

Karla Taylor is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. Outside of advisory services, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer, investment adviser, and commodity futures registrations.

Claire Durand is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with J.P. Morgan Securities in Newport Beach, CA, having previously worked at firms including First Republic Securities, Fidelity, Transamerica Financial Advisors, and USAA. Outside of her advisory role, she serves as a co-treasurer for her local elementary school’s Parent Teacher Association, managing budgeting and reimbursements. 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 to support customized investment solutions.

Russel De Remer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Credit Suisse Securities and Foreside Fund Services. He is based in Newport Beach, CA. 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 these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.