Jacob Nusinow is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Company, Equitable Advisors, AXA Advisors, and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, 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.

Pedro Franco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Morgan Stanley, and Vanguard. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Danielle Fasci is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and several firms including Sagepoint Financial and Royal Alliance Associates. Fasci is based in Columbus, Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a structured program combining quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary approach and integrates an ESG eligibility framework in its investment recommendations.

Lori Komondy is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan since 2012. Outside of her advisory role, she is a co-owner of a family pet boarding business, Fur Seasons Pet Resort LLC, which is operated by her husband and daughter. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Samuel Drever is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. 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.

Robert Arvizu is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and at 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 delivered through a select group of Wealth Advisors.

Jorge Caceres is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2016, with prior experience at Live Nation Entertainment. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Damian Kimmons is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Edward Jones, and JPMorgan Chase Bank. Outside of finance, Damian is involved in martial arts instruction through his roles at Be Like Water BJJ/MMA and Houston Karate Academy. 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.

John Mickel is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. His prior roles include positions at Bank of America/Merrill Lynch, LPL/Oak Bridge Financial LLC, and Raymond James. Mickel has also been involved with Become a Better Trader / WealthCharts over multiple periods. 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 recommending strategies. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors within the broader J.P. Morgan organization.

Alexander Kokas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, with prior roles at PNC Bank, Invest Financial Corporation, Investors Bank, and Astoria Bank. 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 alongside affiliated brokerage and investment management capabilities.

Nestor Miranda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset‑allocation modeling, centralized due diligence, and an ESG eligibility framework to make recommendations, delivering services on a non‑discretionary basis.

Yingzhi Xi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, N.A. prior to his current role. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Stephen Malek is a financial advisor with J.P. Morgan Securities in Canton, Ohio, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at Huntington Financial Advisor and The Huntington Investment Company from 2018 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Nicholas Mc Creary is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*Trade Morgan Stanley, and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and manager solutions on a non-discretionary basis.

Bradley Bastion is a CFP®-designated financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked at Stifel Financial Corp and Comerica Securities/Comerica Bank. Bastion holds Series 65 and Series 63 licenses and is based in Huntington Woods, Michigan. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which offers asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Tian Gao is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial Services. 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 brokerage, distribution, and investment management capabilities.

Michael Clay is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2018. Prior to that, he was with The Whittemore Collection, LTD. from 2015 to 2018. 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. The firm operates within the broader J.P. Morgan organization and offers a range of products including security-based swaps and futures commission merchant activities.

Daniel Mavrogian is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 credential and three years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022, as well as positions in education and real estate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

Kevin Singh is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at AGW Capital Advisors and Clifton Larson Allen. Outside of his advisory work, he owns and operates Green Acres Ecommerce Store LLC, an e-commerce business unrelated to financial services. J.P. Morgan Securities LLC 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. The firm operates within the broader J.P. Morgan banking organization and offers a range of investment solutions through a non-discretionary advisory model.