North Richland Hills, TX Office

Gene Serrell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jared Escamilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Fisher Investments, Fidelity Investments, and Morgan Stanley. Outside of his advisory work, he has been involved with Save A Shield Inc and BowKay Designs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Andrea Marin Murillo is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Simmons Bank, Wells Fargo Bank, and multiple positions within JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.