San Antonio, TX Stone Oak Pkwy Office

Carl Thorson is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Raymond James, Merrill, Citigroup, Victory Capital, USAA Financial Advisors, and FIS Global. 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 to support non-discretionary client decision-making.

Noah Minica is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he was involved with Doubletake Archery 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 an ESG eligibility framework to support its recommendations.

Shayan Ahsan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 registrations. He has one year of industry experience, including prior roles at JPMorgan Chase Bank, N.A. and Charles Schwab. 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.

Seth Jutz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, Erik J Antener, Capitol Wealth Strategies/Guardian Life, Northwestern Mutual, and UPS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, 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 eligibility framework when recommending strategies.

Antonio Licon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having three years of industry experience. He previously worked at USAA for five years and has been with J.P. Morgan Securities since 2022. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Richard Sollenberger is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and the Northeast Independent School District. 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.

Jonathon Harrison 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 at several firms including Fidelity Investments and DWS Distributors. Prior to his financial career, he worked in the restaurant industry. J.P. Morgan Securities LLC 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 to support its recommendations.

Molly Barloco is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. Her work history includes roles at Morgan Stanley and Frost Brokerage Services, and she has also operated a photography business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Christopher Simpson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Discover Financial Services prior to joining J.P. Morgan in 2017. He is based in San Antonio, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Damian Rico is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at USAA for six years and Nationwide Insurance for five years. 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.

Yazmin Flores is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and BBVA prior to her current role. 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 its Wealth Advisors. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Nicholas Paveglio is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Jared Rawson is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Charles Schwab and USAA. 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 recommendations.

Andres Ligarde is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ibc Bank, La Piazza, Blackshiip, and Hotel Debliz. Andres is based in San Antonio, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Spencer Erdman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Penn State Health and served in the Pennsylvania Army National Guard. Outside of his advisory role, Erdman is a co-owner of Legacy Equine and Livestock Farms, where he is involved in raising livestock, horse boarding, and equine activities. J.P. Morgan Securities provides institutional consulting services to institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting, with advisory services integrated alongside affiliated brokerage and investment management capabilities.