Nicole Stansell is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. 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 combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Jeffrey Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. Outside of his advisory role, he is the owner and partner of Jia Ho Jewelry Trade Inc., a family-owned retail jewelry business in Boston. 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.

Michael King is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Smith Barney LLC before joining J.P. Morgan in 2024. King is also employed by JPMorgan Bank, enabling him to offer certain deposit and credit products in addition to investment services. 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 while maintaining centralized due diligence and ESG processes.

Joseph Bigda is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2015, concurrently working at JPMorgan Chase Bank, N.A. since 2016. 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.

Daniel Mccarron is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2017. He is employed by both entities, enabling him to offer a range of banking products and services alongside investment advice. 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. The firm operates on a non-discretionary basis, combining institutional advisory capabilities with brokerage and investment management functions.

Rye Alley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including MFS Fund Distributors, Harbour Capital Corporation, and Enterprise Bank & Trust. Rye is based in Boston, MA. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Matthew Roddy is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021, following an eight-year tenure at Rockland Trust Company. 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 investment strategies.

Mashal Aziz is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, Aziz held roles at Northeastern University and JPMorgan Chase. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers recommendations on a non-discretionary basis.

David Henriquez is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for eight years. Since 2018, he has been employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain banking products alongside investment 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, distribution, and investment management capabilities, offering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

Rehan Ghani is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 credential. He has one year of industry experience, including four years at Silicon Valley Bank and several roles in financial and consulting firms prior to joining J.P. Morgan Securities in 2026. 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 recommendations.

Brian Buckley is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. Buckley serves as a board member for Dogs for Better Lives, a nonprofit that trains and places assistance dogs for people in need across the United States. 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.

Gary Worley is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds a Series 63 designation and has been with J.P. Morgan Securities since 2008. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers bank products and services including deposit and credit products. 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 recommendations.

Britton Leone is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust and Goldman Sachs. 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 recommendations.

David Thomas is a financial advisor with J.P. Morgan Securities in Boston, MA. He holds Series 63 and Series 65 licenses and has eight years of industry experience, all with JPMorgan entities since 2016. Prior to his current role, he was associated with Loyola University New Orleans for two years. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nicholas Gilligan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Goldman Sachs & Co. for seven years before joining J.P. Morgan in 2023. He holds a Series 66 designation and is based in Boston, MA. 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gregory Weibley is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His career includes a long tenure at J.P. Morgan Securities Inc. from 2006 to 2021 and more recent roles at Finalis Securities LLC and CB Capital Advisory. He also provided consulting services for CB Capital Advisory, a firm offering private capital solutions to lower middle market companies. 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.

Hilary Badger is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., and work with political and consulting organizations such as the 314 Action Fund and Mikie Sherrill for Congress. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Colin Mac Kay is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gianna Palli is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs, Vermont Chamber of Commerce, Middlebury College Economics Department, and Massachusetts General Hospital. 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 investment recommendations.

Zachary Mullaney is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at J.P. Morgan Securities, JPMorgan Chase Bank, Fidelity Investments, and other firms since 2018. Zachary is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. 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 delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.