Solomon Dayan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Seth Dubrow is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2014. He holds Series 63 and Series 65 licenses and is based 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Priya Raju is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Goldman, Sachs & Co. for 10 years before joining JPMorgan in 2020. She serves as a board member of The Opportunity Network, a nonprofit focused on expanding college and professional opportunities for students of color and those from low-income communities. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Peter Swindell is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 credential and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A. and LGT Capital Partners. 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 brokerage, distribution, and investment management capabilities.

Lance Charmont is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at CITI Private Bank before joining J.P. Morgan in 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 delivers its program on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Richard Scarpelli is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at First Republic Securities Company and UBS Financial Services. He serves as a volunteer board member for the Sea Ridge Property Owners Association, overseeing management alongside other board members. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Dwayne Winter is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, Winter is a partial owner of Savvy Bistro and Bar Inc., a restaurant and bar in Brooklyn, NY. 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 and investment management capabilities.

Matthew Werther is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services Inc and JPMorgan Chase Bank, N.A. Outside of finance, his background includes roles at Techsalerator and The Beagle Button. 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.

Jie Jie Hu is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, following a prior role at JPMorgan Chase Bank, N.A. Hu has ownership interests in a rental property outside of her advisory work. 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 non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

Amanda Ricchiuti is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and First Republic Investment Management. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Diana Thomas is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, RBC Capital Markets, and JPMorgan Chase. Outside of her advisory role, she is a minority owner in her family's food processing businesses, Kohler Freda, LLC and Al & John, Inc., where she provides limited consulting. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sicong Ai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, Ai worked at NYLIFE Securities LLC and Equitable Financial Life Insurance. 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 additional brokerage and investment management capabilities.

Jennifer Cochran is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Chase and J.P. Morgan Securities since 2021. 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 while clients retain final decision-making authority.

Sergio Gorno is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Equitable Advisors and Equitable Financial and has been involved in the entertainment industry as owner and partner of Persei LLC, a band performing live music and selling merchandise. 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, delivering services on a non-discretionary basis with centralized due diligence and ESG eligibility processes.

Collin Brunnock is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Beacon Trust Company and Crimson Capital LLC. Outside of his advisory role, he plays guitar in a cover band called The Rezonators. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Stefano Lanza is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. 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 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 recommendations on a non-discretionary basis.

Corinne Maloney is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Morgan Guaranty Trust since 2001. 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 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.

Seth Berkowitz is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at Citizens Securities Inc. and multiple HSBC entities. 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 and delivers services on a non-discretionary basis.

Roogens Desire is a Series 66-licensed financial advisor with one year of industry experience. He is currently with J.P. Morgan Securities and has prior experience at LPL Enterprise, Pruco Securities LLC, The Prudential Insurance Company of America, and New York Life Insurance Co. Before entering the financial industry, he worked at Luxury Bahia Principe Esmeralda 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sean Yoo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including time at JPMorgan Chase Bank. 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 delivers these services alongside affiliated brokerage and investment management capabilities.