Stephania Frech is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with J.P. Morgan Securities since 2021 and JPMorgan Chase Bank since 2019. Outside of her advisory role, she is involved in e-commerce through her ownership of IMS Ventures LLC, which sells beach towels online. 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 non-discretionary decision-making.

Tyler White is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation. He has approximately one year of industry experience, with prior roles at Raymond James and JPMorgan Chase Bank, N.A. Outside of his advisory work, he was involved with The Trustees of Reservation for six years. 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 non-discretionary advice through a select group of Wealth Advisors.

Hayward Giraud is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and nine years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for six years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brooke Evans is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 credential. Evans has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to entering the financial industry, Evans worked in retail and service roles, including positions at Ellie's Country Club and Anchor And Sail General Store, and attended the University of Virginia from 2022 to 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 applying an ESG eligibility framework in its recommendations.

Everdina De Koning is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and UBS, as well as experience in business and career center positions at Indiana University and the Kelley School of Business. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Malin Adams is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Since 2010, Adams has also been a partial owner and board member of Adams and Noble Inc., a business that owns and manages franchise stores, including two Edible Arrangements locations. J.P. Morgan Securities 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. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis.

Reeva Sachdev is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, she held positions at General Dynamics IT and worked at 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 and an ESG eligibility framework in its investment approach.

Stephen Greene is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and First Republic prior to his current roles. 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 capabilities with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by in-house manager solutions and due diligence frameworks.

Jason Seeger is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Investments and various other firms. He is also employed by JPMorgan Bank, enabling him to offer certain banking products in addition to investment services. 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 when recommending strategies.

Chrislord Pierre is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, the General Court of the Commonwealth of Massachusetts, and several other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. Their services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

William Coyne is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2022. His prior experience includes roles at Power Distributing of Indiana LLC, Threehill Capital, and the University of Notre Dame. 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.

Michael Shea 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. His prior experience includes roles at JPMorgan Chase Bank and Wells Fargo Bank, as well as a position at Villanova University. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leland Mindnich is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. His career includes roles across both brokerage and investment management firms. 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 in its recommendations.

Taylor Masson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Oppenheimer & Co. Inc and Charles Schwab. Outside of finance, he has experience in the restaurant industry, having worked at Daily Catch Restaurant. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Norman Lang is a financial advisor at J.P. Morgan Securities with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008. In addition to his advisory role, Lang operates Lang Productions, a small video production company specializing in short videos. 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.

Maxwell Peckler is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services and First Republic Investment Management. 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 investment recommendations.

Steven Menard is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been employed with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. In addition to his advisory role, he is also an employee of JPMorgan Bank, which enables him to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm integrates quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework when assembling investment options.

Peirce Kenney is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has held roles at JPMorgan Chase Bank, N.A. since 2024. Outside of finance, he has been involved with Blue Ribbon Barbecue, Inc. 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.

Taleh Aliyev is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Morgan Stanley, and Apple. His current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brenda Travaglini is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 designations and with three years of industry experience. She previously worked at BNY Mellon for 23 years and has also been affiliated with First Republic Securities Company and First Republic Investment Management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm’s advisory services are delivered on a non-discretionary basis, incorporating an ESG eligibility framework and offering access to a broad range of investment products.