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Michael L

Series 63

Boston, MA

J.P. Morgan Securities

Michael Langen is a Series 63-licensed financial advisor with J.P. Morgan Securities in Boston, MA, where he has worked since 2008. He has 41 years of industry experience, including 16 years at JPMorgan Chase Bank, N.A. He holds roles at both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer a range of banking products in addition to advisory services. 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 to its investment recommendations.

Wealth management Executive Founder/Business Owner
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Leanne G

Series 63, Series 65

Boston, MA

J.P. Morgan Securities

Leanne Gallotta is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at First Republic Investment Management and First Republic Securities prior to her current role. Based in Boston, MA, she has been with J.P. Morgan since 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 on a non-discretionary basis and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Mara B

Series 63, Series 66

Boston, MA

J.P. Morgan Securities

Mara Bergin is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include five years at Goldman Sachs and one year at Wellington Management. She has also worked in public service at the Massachusetts State House and has experience in retail and hospitality sectors. 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 incorporating an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Shayan J

Series 66

Boston, MA

J.P. Morgan Securities

Shayan Jalali is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Berkshire Hathaway HomeServices Warren Residential. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products and services in addition to investment advice. 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 institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary recommendations supported by centralized due diligence and ESG eligibility processes.

Wealth management Executive Founder/Business Owner
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Allyson C

Series 66

Boston, MA

J.P. Morgan Securities

Allyson Cooper is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at MassMutual Life Insurance Co, Corepower Yoga, and teaching at Amity Regional High School. J.P. Morgan Securities LLC 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, with an ESG eligibility framework applied in its recommendations.

Wealth management Executive Founder/Business Owner
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Katelyn W

Series 66

Boston, MA

J.P. Morgan Securities

Katelyn Wallace is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and three years of industry experience. Her background includes roles at JPMorgan Chase Bank, the University of New Hampshire Career & Professional Success Office, and Essex Savings Bank. She has also worked in diverse settings such as Otis Elevator Co and Madison Coffee House. 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 applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Aidan B

Series 66

Boston, MA

J.P. Morgan Securities

Aidan Borguet is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, as well as time spent at Harvard University. J.P. Morgan Securities LLC 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 integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Liliana Z

Series 66

Boston, MA

J.P. Morgan Securities

Liliana Zygouris is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked at JPMorgan Chase Bank, JPMorgan Securities LLC, Cambridge Realty Group, and ERA Russell Realty Group. Outside of her advisory role, she is an adjunct professor at Suffolk University, where she teaches Principles of Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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