Joseph Marrocco is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2010 to 2018. Marrocco is based in Boston, MA, and is employed by both JPMorgan Securities and JPMorgan Bank, which allows him to offer certain banking products alongside investment services. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Brandon Chen is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and four years of industry experience. His prior work includes roles at FitBUX, Inc., DoorDash, and Geode Capital 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 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 while clients retain final decision authority.

Bevin Jung is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 65 credentials. His career includes roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, as well as prior experience at the University of Virginia and One Kings Lane. 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 in its investment recommendations.

Joseph Hollerbach is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked in both JPMorgan Chase Bank and J.P. Morgan Securities since 2022. His background includes academic roles at Georgetown University and Cornell University. 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 integrating ESG criteria in its investment recommendations.

Scott Mc Ginty is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. He also attended Fairfield University from 2013 to 2017. 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 in its recommendations.

Pierce Fongheiser 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 New York Mellon and SEI Investments Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Nicole Papert 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. in 2025, she worked at the London Stock Exchange Group from 2022 to 2025 and has held various roles at Hamilton College and other organizations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 multiple market-facing registrations and offers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Cameron Barnett is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has held roles at JPMorgan Chase Bank, N.A., Cintas Corporation, Weber Shandwick, and Bedrock Detroit. 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.

Robert Mosesian Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities 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, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Ryan Boren is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, as well as a position at Proper Taxation in 2021. 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.

Vincent Papetti is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2023. Prior to his current role, he held various positions including roles at Boston College, Yelp Inc., and Allstate Can Corp. 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.

Anna Hazelton is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Prime Companies prior to her current roles at J.P. Morgan Securities and JPMorgan Chase 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 an ESG eligibility framework to support customized, non-discretionary investment decisions.

Nancy Marchand is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs and Goodwin Procter. Based in Boston, MA, she is also employed by JPMorgan Bank, where she can offer deposit and credit products. 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, with clients retaining final decision-making authority.

Matthew Turowetz is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation. He joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026 and has prior experience at WS Development, LEK Consulting LLC, Santander Bank, and Boston College. 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. Their Institutional Consulting Services program offers customized advice while clients retain final decision-making authority.

Aidan Teahan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Thorndike Company, Centaurus Financial, and The Tarian Group. Based in Boston, MA, he is also employed by JPMorgan Chase Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors through a select group of Wealth Advisors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

John Mc Phee Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. 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 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.

Brian Turner is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is an owner and partner of Romeo Bravo Software, a SaaS business focused on lodging services for adventure travel and outdoor recreation. 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 non-discretionary programs supported by centralized due diligence and ESG eligibility processes.

Zachary Curtis is a CFP® with seven years of experience in the financial industry, currently serving at J.P. Morgan Securities in Boston, MA. His career has been entirely with JPMorgan entities since 2018, including roles at JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved as a brand ambassador and affiliate in the sports sector, specifically with pickleball-related businesses. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Scott Price Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance Management and Eaton Vance Distributors, Inc. prior to joining J.P. Morgan. 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 in its investment approach.

Kathleen Chryssicas is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, with prior experience at Sotheby's and the University of Virginia. 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. The firm applies an ESG eligibility framework and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.