Rachel Feifer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. Outside of her advisory role, she serves on the Board of Directors for Angelight Films, an organization that helps children with brain and spinal cord tumors create and star in their own short films, where she assists with fundraising and strategic planning. 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 manager due diligence and applying an ESG eligibility framework when recommending eligible strategies.

James Guzman is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 63 and Series 66 licenses and over 16 years of industry experience. He has worked with J.P. Morgan since 2013 in various roles. Outside of his advisory duties, he is also involved in a rental property business through Brookfield Rentals LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized reporting through its Institutional Consulting Services program. The firm employs a quantitative and ESG-inclusive process and has unique regulatory registrations that allow access to a broad array of investment products.

Ming Han Gao is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Gao has one year of industry experience and has previously worked in the U.S. Army Reserve and various roles outside the investment industry. 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.

Daniel Tang is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. Tang holds Series 63 and Series 66 designations. 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.

Jose Aguilera is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes positions at Fifth Third Bank and various food delivery services such as Uber Eats and Instacart, where he remains active as a driver in his personal time. J.P. Morgan Securities LLC 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.

Kristina Sai is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work history includes roles at JPMorgan Chase Bank, National Bank of Arizona, and Tucson Medical Center. 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 its investment approach.

Joseph Reina is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Fidelity Personal and Workplace Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Arthur Coates is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Finish Line and Greater Dayton Job Training. His current roles include positions at both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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 to guide fund recommendations.

Matthew Martinez is a financial advisor with J.P. Morgan Securities in Simi Valley, CA, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Transamerica Financial Advisors, Inc., and Revolution Financial Management. 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 in its investment approach.

Elizabeth Doherty is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. Her work history includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior experience at Simon Quick Advisors and Solus Alternative Asset Management. 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.

Michael Valentini is a financial advisor at J.P. Morgan Securities LLC with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining J.P. Morgan, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he occasionally performs as a bassist with a corporate and wedding band in San Diego. 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.

Matt Keith is a CFP® and ChFC® with 19 years of industry experience. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of MJ Keith Real Estate LLC, which manages residential property leasing. J.P. Morgan Securities provides institutional consulting services, including asset allocation advice and investment manager searches, to corporations, foundations, and defined contribution plan sponsors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Vincenzo Malizia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2017, following a year at BBVA Compass. 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 its recommendations.

Corey De Mers is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Peter Federer is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at JP Morgan Securities LLC since 2010 and Jpmorgan Chase Bank NA since 2016. 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. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Joseph Tummolo is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Equitable Advisors, and Grassi & Company. 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 in its recommendations.

Kelly Barker 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 Securities and JPMorgan Chase Bank, N.A., he worked at Merrill for three years and has experience in wealth management and educational roles. 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.

Brian Weinshenker is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63, 65, and 66 registrations and 14 years of industry experience. His career includes roles at PRUCO Securities, LLC and Prudential Insurance Company of America prior to joining J.P. Morgan in 2018. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Elena Ighodaro is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services for over two decades. Her background also includes operating her own advisory practice and roles outside finance with Ashley Furniture and Leaf Home Water Solutions. 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 in its advisory process.

Bruce Iacono is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018, following six years at Axa Advisors LLC. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.