Glenn Di Vincenzo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with J.P. Morgan Securities since 2003 and J.P. Morgan Chase Bank since 2016. 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 integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Erin Mc Naughton is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2013 and J.P. Morgan Chase Bank NA since 2017. 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 and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Todd Duncan is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with J.P. Morgan Securities in Palo Alto, CA. His prior experience includes roles at First Republic Securities Company, Wells Fargo, and Enterprise Trust and Investment Company. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Garrett Hanson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. Hanson has also held positions outside finance, including roles at Big 5 Sporting Goods and Panda Express. 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 additional brokerage and investment management capabilities.

Nelson Villa is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank since 2005. 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.

Damian Rico is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at USAA for six years and Nationwide Insurance for five years. He holds Series 66 and Series 63 licenses. J.P. Morgan Securities 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.

Paul Peterson is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and TD Ameritrade Investment Management. Based in Los Gatos, CA, he has been with J.P. Morgan Securities since 2019. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager 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.

Matthew Bell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Securities LLC 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 an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, allowing clients to retain final decision-making authority.

Cristobal Flores Daccarett is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, The Dinerstein Companies, and Southwestern Advantage. 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 integrates large institutional advisory operations with brokerage and investment management capabilities.

Anthony Di Gabriele is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, Merrill Lynch for eleven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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.

Justin King is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at JPMorgan Chase Bank, N.A. since 2016. 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 investment strategies.

Dhruv Rao is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various divisions within JPMorgan Chase since 2018. Outside of finance, he has been an independent contractor for Wag Labs, a dog-walking service, since 2017. 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 strategies.

Andrew Watson is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Fidelity Investments and Empower Financial 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, distribution, and investment management capabilities.

David Lee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Advisors, Bank of America, Merrill, and AXA Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Christopher Celusta is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He worked at Goldman Sachs & Co. for one year before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2017. 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.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. His previous roles include positions at Deutsche Bank and Allegro Securities, and he has operated as a self-employed advisor. Outside of finance, he is a general contractor and owner of a construction business, GR Nelson, where he is involved part-time. J.P. Morgan Securities 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’s approach includes an ESG eligibility framework and access to a broad range of investment products through its affiliations within the J.P. Morgan organization.

Daniel Chapman is a CFP® professional with nine years of experience in the financial services industry, currently serving as an advisor at J.P. Morgan Securities. His prior roles include eight years at Raymond James & Associates and coordination of athletics programs at the University of Miami. 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 to guide its investment recommendations.

Daniel Curtin is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Trust Company and J.P. Morgan Securities Inc. since 2007. 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.

Michael Hershey is a financial advisor with J.P. Morgan Securities in Darien, CT, holding a Series 63 designation and 43 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. 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.

Jared Escamilla is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Fidelity Investments, Fisher Investments, and Morgan Stanley, as well as involvement in small business ventures like Save A Shield Inc and BowKay Designs. 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 incorporating an ESG eligibility framework.