Racheal Hardy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2011. Before joining the financial industry, she worked at Jamberry Nails for one year. 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.

Eric Freeman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining J.P. Morgan Securities in 2024 and has held a position at Target since 2026. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investable strategies.

Andrew Choi is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and the City of New York, along with entrepreneurial experience running a business called Hello Welcome Store & Co Inc. for seven years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Richard Sollenberger is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and the Northeast Independent School District. 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.

Salvatore La Marca is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. He has worked at JPMorgan Securities LLC since 2022 and has been with JPMorgan Chase Bank, NA since 2019. Prior to his financial services career, he was affiliated with the University of Scranton from 2015 to 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nataly Zhunio is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMORGAN Chase Bank, Circle Care Services, Equitable Financial Life Insurance Company, and involvement with World Vision. 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 applying an ESG eligibility framework in its recommendations.

Gerald Dolinsky is a CFP® with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He 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 searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Irving is a Series 66-registered financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has worked at JPMorgan SECURITIES LLC and BlackRock Investments, LLC before his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in New York, NY. 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 to deliver these services.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Ameris Bank, and Wells Fargo Bank prior to joining J.P. Morgan in 2025. 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 offers non-discretionary advice delivered by select Wealth Advisors, including Rima, with clients retaining final decision-making authority.

Daniel Kimes is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, NA since 2010. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jim Akasala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Citigroup Global Markets and CITI Private Advisory. Outside of his advisory role, he is a silent partial owner of a gas station and convenience store business. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Manuel Aguirre Echevarria is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Wells Fargo N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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.

Jack Santini is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual, Barnum Financial Group, and involvement with Terra Vite North Fork Winery & Vineyard. He also has experience with Fairfield University and Atlantis Marine World LLC. 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 serves clients through a select group of Wealth Advisors on a non-discretionary basis.

William Emmet is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 license and has worked in various roles at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Emmet is based in Falmouth, Maine. 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 recommending investment strategies.

Carly Jenkins is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and five years of industry experience. She is also the owner and partner of TillerXR LLC, a drone photography and 360 virtual tour company. Additionally, Jenkins serves on the executive committee of the Austin LGBT Chamber of Commerce as Treasurer, overseeing financial matters and taxation. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Giancarlo Romano Mateo Leuterio is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at New York Life Insurance Company, Equitable Advisors LLC, and the Philippine Dealing & Exchange Corp., as well as working with the Securities & Exchange Commission Philippines. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Kali Franco is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and TikTok. 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.

Gloria Lou is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CitiGroup and JP Morgan Securities LLC prior to her current roles. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jesus Cabrera is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at UBS Financial Services for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. Outside of his advisory role, he is a partner in businesses involved in thermal imaging and environmentally friendly cleaning products. J.P. Morgan Securities provides institutional consulting services primarily 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 combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Alexander Hemsath is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, The Motz Group, and Great American Insurance Group. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.