Yan Yan is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Yan worked at East West Bank and Overseas Students Services Corp. Yan also has a background that includes experience outside finance, such as working at Starbucks and managing Golden Restaurant, Inc. 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 an ESG eligibility framework in its recommendations.

Kimberlee Chiccarine is a financial advisor at J.P. Morgan Securities with three years at the firm and a total of 12 years of industry experience. She previously worked at First Republic Bank and 451 Research. Kimberlee holds a Series 66 designation. 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, distribution, and investment management capabilities.

Christopher Dirksmeier is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2024, with prior roles at JPMorgan Chase Bank, N.A., First Republic Bank, and Quirk Auto Dealers. 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’s services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Ryan Hunter is a CFP® with 11 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Boston, MA. He has held previous roles at The Vanguard Group, Inc. and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Heather Furdyna is a CFP® professional with 19 years of industry experience. She has worked at J.P. Morgan Securities since 2022 and previously held roles at Citizens Securities Inc., Santander Securities, and Clarfeld Financial Advisors. 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 delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Gentiana Krasniqi is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America. She also has experience outside finance with Dogma Restaurant Group LLC. 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 manager due diligence and applying an ESG framework in its investment recommendations.

Barry Berman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2023, he worked at First Republic Securities Company and First Republic Bank from 2011 to 2023. 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, distribution, and investment management capabilities.

Yen Weng is a financial advisor at J.P. Morgan Securities with Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Yen held positions at JPMorgan Chase Bank, Citizens Bank, Santander Bank, China Construction Bank, and Vietnam Prosperity Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework in its investment approach.

Dion Lika is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes over a decade at Citizens and currently spans roles at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence, including an ESG eligibility framework.

Guneet Gill is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. Gill has four years of industry experience, including roles at JPMorgan Chase Bank, Santander Bank, and prior positions outside the financial sector. Gill is based in Boston, MA. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering a range of investment products and services through a select group of Wealth Advisors.

Nikolas De Angelo is a financial advisor with J.P. Morgan Securities in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Globe Wealth Management and JPMorgan Chase Bank, N.A., as well as experience in the food service industry. 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 in its recommendations.

Jeffrey Forbes 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 within the JPMorgan organization since 2016, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. 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 incorporates an ESG eligibility framework when recommending investment strategies.

Elena Teed is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Santander Bank, and JPMorgan Chase Bank. From 2005 to 2018, she was involved with Teed Enterprises LLC. J.P. Morgan Securities 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 investment strategies.

Scott Price is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023, and previously at First Republic Investment Management and its affiliated entities from 2012 to 2023. Outside of his advisory work, he serves as a trustee for the Children's Center for Communications, a nonprofit school for children with severe communication disorders. 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 delivers these services alongside brokerage, distribution, and investment management capabilities through a non-discretionary advisory program.

Chuong Vu is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He previously worked at New York Life Insurance Company for 14 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nathaniel Beckles is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Bank and Banc of America Investment Services. His work history also includes roles outside finance at The Mitchell Gold Co and Ralph Lauren Corp. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a program that emphasizes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Andrew Robustelli is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and has prior experience at JPMorgan Chase Bank, N.A., NVR Inc, and First Republic Bank. 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 Beliveau is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes a four-year tenure at Fidelity Investments. 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. Their offerings focus on non-discretionary advisory services supported by an ESG eligibility framework and access to a broad range of investment products through the firm’s affiliations.

Krishnaa Ghosh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining J.P. Morgan Securities, she worked at First Republic, Berkshire Bank, and CITIZENS Bank. Outside of finance, she has been involved with CorePower Yoga. 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 delivers its advisory services on a non-discretionary basis and integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Meredith Conroy is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and two years of industry experience. Her prior roles include extensive experience at DCU and First Republic Bank. Outside of her advisory work, she is the owner of Be Merry Collective, an online boutique specializing in home goods such as candles and soaps. 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 a non-discretionary advisory model.

Jeffrey Keady is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Boston, MA. His prior roles include positions at Brown Advisory, Eaton Vance, Merrill, and Morgan Stanley. He is also an employee of JPMorgan Bank, enabling him to offer certain banking products alongside his advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kevin O'Connell is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Boston, MA. His prior roles include positions at First Republic Investment Management, Wells Fargo Clearing, and Columbia Management Investment Advisers. He is a member of the board of directors at RKK Partners LLC. 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.

Tom Richardson is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with J.P. Morgan Securities in Boston, where he has worked since 2022, with prior experience at Canaccord Genuity LLC and Commonwealth Financial Network. Effective January 2026, he will also be an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Cassie Parys is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as First Republic Bank and Julie A. Shank. 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 strategies.