Jason Mangione is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. 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 through Wealth Advisors while clients retain final decision-making authority.

Cameron Pait is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of his advisory role, he is a minority owner of a real estate business that manages properties inherited from his late father. 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, distribution, and investment management capabilities.

Angela Di Martino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Signature Securities Group Corp., Flagstar Securities, and Chase Investment Services Corp. She is based in Staten Island, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework, while delivering services on a non-discretionary basis.

Gregory Surat is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Fidelity Personal and Workplace Advisors, and E*Trade Securities. 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, offering asset-allocation advice, investment manager and fund 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.

Lindsay Heller is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Goldman, Sachs & Co. for 13 years and Farther Finance, Inc. for one year. She has been with J.P. Morgan Securities since 2022. 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.

Mia Cesare is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2025, following her studies at Georgetown University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Meggan Camp is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank since 2013, including her current role at J.P. Morgan Securities beginning in 2022. Meggan also has prior experience with Lily Garden, LLC. 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 investment recommendations.

Kyle Archer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan, he held positions at Penguin Random House, International Paper, and Nucor Steel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence, integrating an ESG eligibility framework in its recommendations.

Michael Flores is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Prior to that, he was involved with GRT LLC and New Place LLC. 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.

Jordan Naft is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2017, also working with JPMorgan Chase Bank, N.A. since 2014. 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 integrates large institutional advisory operations with broker-dealer, investment advisory, and futures commission merchant functions.

Hugo Suarez Jr. is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of his advisory role, he is involved in leasing a single-family home as a landlord. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Tyler Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at various entities within the J.P. Morgan organization since 2018. Outside of his advisory role, he officiates high school and NCAA basketball games. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria and non-discretionary client decision-making.

Daniel Curtis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo in various capacities. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Wai Teng Ho is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan, Wai Teng Ho was involved with Freda's Design for nine years. J.P. Morgan Securities LLC 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 through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Mary Villegas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., JPMorgan Securities LLC, and Wells Fargo & Co. since 2014. 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, distribution, and investment management capabilities.

Melissa Sundberg is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, with 21 years of industry experience. She has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she is authorized to offer certain banking products and 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 and investment management capabilities, delivering its program on a non-discretionary basis.

Jeffrey Axford is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, TD Ameritrade, and Scottrade. Outside of his advisory role, he is a minority owner and investor in Heirlome, LLC, a women’s fashion brand. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Matthew Neiger is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds a Series 63 designation and has worked at J.P. Morgan Securities since 2012. 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.

Mark Boriskin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has worked at various firms including Bbva Wealth Solutions and Compass Bank. Outside the financial industry, he is an owner and partner of a BBQ company involved in competitive BBQ and producing sauces and rubs. 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 in its investment approach.

David Lee is a financial advisor at J.P. Morgan Securities with 18 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 2010. Outside of his advisory role, he is an owner of a rental property. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.