Phoenix, AZ 4300 E Camelback Rd Office

Tessa Garnett is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at BMO Harris Bank for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities LLC 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.

James Wiggins is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank, N.A. since 2017. His career includes prior roles at Chase Investment Services Corp. and Banc One Securities Corporation. 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 applying an ESG eligibility framework in its recommendations.

Elizabeth Leykam is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked within various JPMorgan entities since 2017, including J.P. Morgan Securities LLC 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

Sean Dickes is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, BMO, and J.P. Morgan Securities Inc. He is based in Phoenix, AZ. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Brooklyn Taylor is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. Outside of advisory work, Brooklyn is involved in ownership roles with Casa Selena LLC, a residential rental business, and is an investor in two Crumbl bakery franchise locations in Arizona. J.P. Morgan Securities 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. Services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Matthew Spellman is a CFP®-certified financial advisor with J.P. Morgan Securities in Phoenix, AZ, and has three years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2023. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Connor Seymour is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Klazroom, LLC and held various positions including roles at Old National Bank and Wal-Mart. 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 affiliated brokerage, distribution, and investment management capabilities.

Andrew Held is a CFP®-credentialed financial advisor with 29 years of industry experience, currently serving clients at J.P. Morgan Securities in Phoenix, AZ. He has been with J.P. Morgan since 2012 and also holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director on the board of the Greater Seattle Business Association, an LGBTQ and allied chamber of commerce. 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 framework when recommending strategies.

Hunter Jensen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vincenzo Malizia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Mac Arthur Morrison is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Vanguard and MAP Strategies before joining JPMorgan Chase Bank and JPMorgan Securities. 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 additional brokerage and investment management capabilities.

Derek Jodarski is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and prior employment outside the financial sector. He is involved with entrepreneurial ventures including two LLCs. 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 framework in its investment recommendations.

Nicholas Maddern is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nuveen Services LLC and BlueBay Asset Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Taylor Wallis is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Bank of America/Merrill Lynch, and Aerotek. 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.

Raechel Owen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2014. Outside of her advisory role, Owen serves as a board member and Finance Director for the nonprofit Alpha Phi Fraternity and advises the Alpha Phi Sorority chapter on financial matters. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.