Richardson, TX North Central Expressway Office

Roxana Nelson is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior roles include positions at Johnson Financial Group and service with USA Military Socafrica/Cat/I3 Technologies. 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 multiple market-facing registrations and functions.

Veronica Rose is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank, N.A. starting in 2010. 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 combines large institutional advisory operations with multiple market-facing registrations and functions, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Michael Coffee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with JPMorgan Securities since 2014 and is currently affiliated with the United States Soccer Federation through 2025. 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 brokerage, distribution, and investment management capabilities.

Alan Tama is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He previously worked for Bank of America/Merrill Lynch for 11 years before joining J.P. Morgan Securities in 2026. Alan holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset‑allocation modeling with centralized due diligence. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Lionel Goh is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Coldwell Banker Residential Brokerage, Logan Medical Devices, and Wilson Learning Worldwide. He is also a limited partner in a real estate venture, ERY Tenant LLC. 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.

Leticia De Cassia Ravache is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, she worked at Itau Private Bank and Banco Itau Unibanco S.A. J.P. Morgan Securities LLC 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Lillian Chairez is a financial advisor at J.P. Morgan Securities with four years of industry experience. Her background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Financial Life Insurance Co., as well as prior experience in retail and education 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 in its recommendations.