Nicolette Johnstone is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and having eight years of industry experience. Her prior work includes roles at Northwestern Mutual and JPMorgan Chase Bank. Since 2022, she has been employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products alongside advisory services. J.P. Morgan Securities provides investment consulting primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework when recommending strategies. Services are non-discretionary, with clients retaining final decision authority.

Robert Nerio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amanda Cribbs is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Capital Management Securities. Her background also includes roles at JPMorgan Chase Bank, N.A. and Discovery Benefits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Katarzyna Gorzko 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 Securities, she held positions at JPMorgan Chase Bank and Edward Jones. She completed her education at the University of Notre Dame. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework when recommending investment strategies and delivers services on a non-discretionary basis.

Nirmala Narine is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at First Republic Securities Company and First Republic Bank prior to joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to entities such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser functions.

Denny Liu is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his current roles, he was involved with Anray Consulting from 2017 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kerry Reeves is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Wilmington Trust, Choate, Hall & Stewart, and Schlossberg LLC. In addition to his advisory role, he is also an employee of JPMorgan Bank, which allows him to offer certain bank products such as deposit and credit services. 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. The firm delivers services on a non-discretionary basis, focusing on approved funds and strategies.

Kasandra Schindler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2009 and also works with JPMorgan Chase Bank, where she offers a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Michael Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. since 2016. 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 broker-dealer and investment adviser registrations to deliver its services.

Elisha Kapkowski is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, Kapkowski has held roles at NextPath Workforce Solutions, Guided Financial Advisors, Northwestern Mutual, and UF Mover Guys, among others. Outside of financial services, Kapkowski has operated Kap Fitness LLC. 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 making recommendations.

Sophia Nipp is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley and Barton & Associates Inc. 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 network of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Vytas Balciunas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. 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 operates within the broader J.P. Morgan broker-dealer and banking organization and offers services on a non-discretionary basis.

Ricardo Cases is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2020 and previously spent 15 years at Equitable Advisors, LLC/AXA. 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 and investment management capabilities.

Joseph De La Rosa is a financial advisor with J.P. Morgan Securities in Beckley, WV. He holds the Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked at Appalachian Regional Healthcare from 2015 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and integrates an ESG eligibility framework when making recommendations.

Sylvia Jakubowski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. J.P. Morgan Securities 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 an ESG eligibility framework.

Thomas Martinez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Robert W Baird & Co and various J.P. Morgan affiliates since 2019. 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 and investment management capabilities.

George Yezbak Jr. is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 24 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Delcalzo II is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. His prior work includes roles at TD Bank, various mortgage firms, and other financial and production companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager research, and customized performance reporting through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Carlos Guerrero is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation. His prior work includes roles at Merrill and Bank of America from 2016 to 2024. 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 when recommending investment strategies.

Charles Wilkerson is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. Wilkerson holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, distribution, and investment management capabilities.