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Christopher G
CFA®, Series 63, Series 66
New York, NY
J.P. Morgan Securities
Christopher Gironda is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at J.P. Morgan Securities, where he has worked since 2019. His prior experience includes roles at HABC Securities and HSBC Bank USA. 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. The firm emphasizes ESG considerations and operates within the broader J.P. Morgan broker-dealer and banking organization.
Amber J
Series 66
Irvine, CA
J.P. Morgan Securities
Amber Jensen is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and AJMS Ventures, LLC. Outside of finance, she has experience working in the restaurant industry with Modo Mio Restaurant. 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.
Randi Ellen L
Series 63
New York, NY
J.P. Morgan Securities
Randi Ellen Lehrhoff is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds a Series 63 designation and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2008. Lehrhoff is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Fiona C
Series 66
Summit, NJ
J.P. Morgan Securities
Fiona Cullen 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, she held roles outside of finance, including positions at Java Love Coffee Roasting Company and Park West Tavern. 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 to support customized investment solutions.
Hedayatullah N
Series 66
West Harrison, NY
J.P. Morgan Securities
Hedayatullah Nabiel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is an owner and partner at Liberty Rental Properties LLC, involved in buying, selling, and renting residential real estate. 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.
David S
Series 63, Series 65
Somerset, NJ
J.P. Morgan Securities
David St. Louis is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.
Maria D
Series 65, Series 63
Farmington Hills, MI
J.P. Morgan Securities
Maria Dimercurio is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and has also been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.
Yekaterina T
Series 63, Series 66
Brooklyn, NY
J.P. Morgan Securities
Yekaterina Tumayeva is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has roles at JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory work, she has a business interest in 274/276 Hamilton Avenue, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.
Mouhamadou S
Series 66
West Des Moines, IA
J.P. Morgan Securities
Mouhamadou Sane is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset allocation modeling with centralized due diligence and an ESG eligibility framework.
Sean D
Series 66
Phoenix, AZ
J.P. Morgan Securities
Sean Dickes is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, BMO, and J.P. Morgan Securities Inc. He is based in Phoenix, AZ. 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 affiliated brokerage, distribution, and investment management capabilities.
Caitlin C
Series 66
San Francisco, CA
J.P. Morgan Securities
Caitlin Chan is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her background includes roles at Patreon, Capital Group - American Funds Distributors, and the University of California, Berkeley. Outside of her advisory work, she sells used clothing and other items on the Mercari platform. 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.
Gorav B
Series 63, Series 66
Marietta, GA
J.P. Morgan Securities
Gorav Baidwan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.
Eric C
Series 66
Chicago, IL
J.P. Morgan Securities
Eric Choi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, he worked at the Law Offices of Peter A Kim for eight years. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to investment advisory. 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 and investment management capabilities, offering recommendations on a non-discretionary basis.
Benjamin G
Series 65, Series 63
Miami, FL
J.P. Morgan Securities
Benjamin Gilbert is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at BBVA for five years and GFI Group for one year. He also has a background at the University of Delaware. 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, using quantitative asset-allocation modeling and centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.
Preston C
CFP®, Series 65, Series 66, Series 63
Naples, FL
J.P. Morgan Securities
Preston Came is a CFP® professional with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Naples, FL. His career includes roles at MBSC Securities Corporation and BNY Mellon, among others. Outside of his advisory work, he is a co-owner and officer of Sunstate Getaways, Inc., a travel business owned by his spouse. 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 combined with an ESG eligibility framework in its investment approach.
Erin R
CFP®, Series 63, Series 66
Indianapolis, IN
J.P. Morgan Securities
Erin Robertson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2021, she worked at Charles Schwab & Co., Inc. and TIAA, and also has experience as a reader for Educational Testing Service and as an educator at Ivy Tech Community College. 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 reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering advisory services on a non-discretionary basis.
Michael A
Series 63, Series 66
Phoenix, AZ
J.P. Morgan Securities
Michael Ayache is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at several firms including Wells Fargo and Bank of America prior to joining J.P. Morgan in 2022. 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.
Bob A
Series 63, Series 66
San Francisco, CA
J.P. Morgan Securities
Bob Austrian is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He previously worked at Neuberger Berman LLC for 13 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of his advisory role, he serves as Treasurer on the board of a New York City apartment cooperative. 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 recommendations on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.
Charles A
Series 66, Series 63
Columbus, OH
J.P. Morgan Securities
Charles Amadio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley for five years. Outside of finance, he assists in a family-run landscaping business. 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 an ESG eligibility framework.
Marcus F
Series 66
Dallas, TX
J.P. Morgan Securities
Marcus Freel is a Series 66-credentialed advisor with J.P. Morgan Securities, based in Dallas, TX, and has 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 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 when recommending strategies.
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