Orlando, FL 450 S Orange Ave Office

Alyssa Benitez is a Series 66 licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities since 2020. Prior to joining J.P. Morgan, she worked at Bernstein Private Wealth and maintained involvement with her former law practice through Sidebar Consulting. In addition to her advisory role, she is a co-owner of Skora Skin, an aesthetic medical business. 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’s advisory process integrates quantitative and qualitative analysis supported by centralized due diligence and offers capabilities in derivatives and commodities through various regulatory registrations.

Danielle Fink is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and three years of industry experience. Her background includes roles at JPMorgan Chase Bank, Amazon, and Navy Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and may incorporate ESG criteria in its recommendations.

Christian Craft is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including BNY Mellon and Morgan Stanley. Based in Orlando, FL, he has also been associated with JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach involves written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies incorporating quantitative and qualitative research.

David Withee Jr. is a Series 66-licensed financial advisor at J.P. Morgan Securities with 15 years of industry experience. Prior to joining J.P. Morgan in 2018, he held various roles at SunTrust Advisory Services and operated his own consulting business. Outside of his advisory work, Withee is the owner of Withee Chocolates, a small chocolate business, and serves as Treasurer and Director for The Orlando Ballet, Inc., where he oversees financial matters. 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 utilizes centralized due diligence, quantitative and qualitative analysis, and offers broader derivatives and commodities capabilities compared to many institutional advisors.

Richard Springer is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with 20 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. from 2005 to 2022 before joining J.P. Morgan Securities in 2022. 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 advisory framework.

Alexandra Mc Isaac is a Series 66 licensed advisor with J.P. Morgan Securities, based in Orlando, FL. She has four years of industry experience, including roles at J.P. Morgan Chase Bank, Keller Williams, Vineyard Vines, and Aeropostale. Outside of her advisory role, she is an owner and partner in Creative Village – Parcel H, a mixed-use real estate development project in downtown Orlando. 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 systematic quantitative screens and qualitative research, supported by centralized due diligence.

Shanna Ramsey is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined total of 17 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with model asset allocations and includes a broader derivatives and commodities capability.

John Allen is a Series 66 licensed advisor with J.P. Morgan Securities in Orlando, FL. He has been with J.P. Morgan and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, supported by a centralized due diligence team.

Daniel Kirk is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Inc., Wells Fargo, and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Michael Miller is a CFP® professional at J.P. Morgan Securities with 11 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, and previously spent nearly nine years at Charles Schwab and its related entities. 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’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes unique regulatory registrations reflecting its broader derivatives and commodities capabilities.

Jessica Neumann is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and two years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023, with previous employment in various industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by centralized due diligence and affiliated implementation services.

Travis Damon is a CFP® professional at J.P. Morgan Securities with 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Based in Orlando, FL, he holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Javier Ramirez Carrillo is a financial advisor with J.P. Morgan Securities in Orlando, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2023, he studied at Cornell University from 2018 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and incorporating an ESG eligibility framework.

Nicolas Agudelo Gomez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65, Series 63, and Series 66 credentials and has previously worked at Citigroup and Goldman Sachs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Alexander Swanson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Harvest, LLC, One Florida Bank, and IberiaBank prior to joining J.P. Morgan Securities. 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. Their advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research, with an emphasis on Eligible Strategies and ESG considerations.