Sterling Dixon is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Ernst & Young and AllState, as well as academic tenure at Bowdoin College and the University of Virginia. 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.

John Mc Donough is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MFS Investment Management and several financial firms between 2006 and 2019. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Nicholas Petri is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, following an 11-year tenure at UBS Financial Services, Inc. based in Boston, MA. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Matt Flaks is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Life Insurance 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. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Nathaniel Francois is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2025. 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 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.

Colin Koch is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. 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.

Larissa Purcell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry since 2019. She has held positions at First Republic Bank and Guaranty Bank and Trust prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Frank Botta is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as multiple tenures at J.P. Morgan Securities. Since 2018, he has also been employed by JPMorgan Bank, enabling him to offer certain banking products alongside securities services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, integrating quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Abby Fitzgerald is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs. She is based in Boston, MA. 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 affiliated brokerage, distribution, and investment management capabilities.

Arianna Saxton is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 credentials and three years of industry experience. Her career includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A., among others. 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 to guide fund and strategy recommendations.

Matthew Hare is a CFA charterholder with 17 years of experience in the financial industry. He has been with J.P. Morgan Securities and affiliated entities since 2009, currently serving at J.P. Morgan Securities in Boston, MA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Melodie Gardiner is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with J.P. Morgan Securities since 2008, alongside a tenure at JPMorgan Chase Bank, N.A. starting in 2010. From 2016 to 2021, she was also involved with Quik Video LLC. 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 an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

William Dentremont is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, UBS Financial Services Inc., and 3South Ventures LLC. 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.

James Taylor is a financial advisor with J.P. Morgan Securities in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Bank in 2021, he worked at UBS Financial Services from 2009 to 2021. He serves as Vice President and a board member of the Hingham Historical Society, where he participates on the Finance Committee. 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 recommendations on a non-discretionary basis while clients retain final decision authority.

Victoria Kim is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various J.P. Morgan affiliates since 2018. Outside of her advisory role, she is the sole proprietor of a pottery business that promotes and sells pottery made by her mother. 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 to support customized investment solutions.

Stephen Coyle is a CFA® charterholder and holds the Series 66 designation with 12 years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. and has prior experience at First Republic Investment Management, Bank of America, and Merrill. 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 guide its recommendations.

Daniel Driscoll is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 63 license and has worked at various J.P. Morgan entities since 2011, including J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he occasionally works as a freelance DJ on weekends. 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.

Maureen Austin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cambridge Associates and Sanford C. Bernstein. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through a combination of quantitative modeling and centralized due diligence.

Brian Kelleher is a CFP® professional affiliated with J.P. Morgan Securities, with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, First Republic, and Ballentine Partners. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, delivering non-discretionary investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.