Michael Mezzacappa is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Financial Corp. and Barnum Wealth Management. Outside of finance, he has worked briefly in hospitality, including at East Hampton Grill and Whippoorwill Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Ghazal Barjesteh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors LLC, First Republic Securities Company, and JPMorgan Chase Bank. Outside of her advisory role, she works as an in-home caregiver for her mother through the California Department of Public Social 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nicholas Mc Ginn is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Morgan Stanley and Guy Carpenter. 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 process.

Zixue Fan Soskin is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Zixue held roles at ABI FI Corp, JPMorgan Chase Bank, N.A., Citibank, and DTI/Merrill Corporation. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Sean Stone is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Silicon Valley Bank and First Citizens Bancshares, Inc. 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.

Tanya Thompson Zavala is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan entities since 2013, with prior experience at Equitable Advisors and Mounts Espresso. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors while clients retain final decision-making authority.

Tonya Henry is a financial advisor with J.P. Morgan Securities in Fort Lauderdale, FL. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Morgan Stanley, Equitable Financial Life Insurance Co., and American Express. Outside of finance, she has been involved with Love Intox, LLC for two years. 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.

Derek Grieff is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 designation and possessing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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 strategies.

Marco Acosta is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2009. J.P. Morgan Securities 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.

Lili Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Enterprise Rent-A-Car. 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 when recommending investment strategies.

Damon Elvington is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his financial services career, he held positions at General Nutrition Center, Texas A&M University-Corpus Christi, and HGC Residential Development. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ranjit Hayhre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank 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 through a team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Carlos Figueroa is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Wells Fargo Clearing from 2013 to 2020. In addition to his financial career, he serves as a Small Arms Marksmanship Instructor in the United States Navy Reserve. 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 and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and operates on a non-discretionary basis, with clients retaining final decision-making authority.

Meghan Martin is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America from 2017 to 2024. 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.

Jimmy Quach is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 license and with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is involved in managing rental property investments. 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 when recommending strategies.

Jeffrey Just is a financial advisor at J.P. Morgan Securities with 17 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 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services alongside affiliated brokerage and investment management capabilities.

Vinod Singh is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. His prior work includes seven years at Charles Schwab before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. J.P. Morgan Securities 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 due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Marisa Mc Callum is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Anna Farber is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and the Rotman Family Office. 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’s Institutional Consulting Services program delivers tailored advice on a non-discretionary basis, incorporating an ESG eligibility framework when recommending investment strategies.

Christopher Tyll is a financial advisor with J.P. Morgan Securities in Detroit, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan and its affiliated entities since 2015. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.