Ryan Swoyer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual Investors Services and MSI Financial Services. He is also employed by JPMorgan Chase Bank, where he offers certain bank products and services. J.P. Morgan Securities 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. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis, applying an ESG eligibility framework in its investment recommendations.

Hayley Koenigsberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023. Prior to joining J.P. Morgan, she held various roles at Bucknell University and other organizations. 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 applies an ESG eligibility framework when recommending investment strategies.

Brody Coleman is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Arrowstreet Capital and NBT Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Elsa Jaysing is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with five years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Ballentine Partners, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that includes an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Joshua Ricciarelli is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. 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.

John Berry is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a broader banking and broker-dealer organization and offers a range of investment products and strategies on a non-discretionary basis.

Peter Noonan is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2008. He also works with JPMorgan Chase Bank, offering bank products and services in addition to his advisory role. 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 and investment management capabilities and offers non-discretionary advisory programs supported by a centralized due-diligence framework.

Brendan Cronin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and First Republic Investment Management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and delivers services through a select group of Wealth Advisors on a non-discretionary basis.

Emily Greten is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services, First Republic Investment Management, and J.P. Morgan Chase Bank. In addition to her financial career, she was involved with the YMCA of the North Shore for 12 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.

Kenneth Heikes is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior roles include work at Bank of America Merrill Lynch and Liberty Mutual Insurance. He completed his education at Boston College from 2020 to 2024. 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 when recommending strategies.

Hannah Murphy is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., First Citizens Bank & Trust Company, Silicon Valley Bank, Citizens Financial Group, and Granite Telecommunications. Outside of finance, she has experience in the food service industry through involvement with Stephanie's On Newbury and Cuisine Chez-Vous Inc. 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 investment recommendations.

Clare Kingsley is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles at JPMorgan Chase Bank, Abbvie, Verger Capital Management, and several other organizations across different industries. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, 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 supported by a centralized due-diligence framework.

Michael Kaplan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at major firms including Morgan Stanley and CitiGroup Global Markets. Outside of his advisory role, he is a partner and owner of LinksDao, Inc., a modern golf and leisure club. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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.

Jonathon Bona is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and three years of industry experience. He has worked within various divisions of J.P. Morgan Chase since 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized investment reporting through a combination of advisory, brokerage, and investment management capabilities.

Timothy Driscoll is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 40 years of industry experience. He has been with J.P. Morgan Securities since 2008 and concurrently employed at JPMorgan Chase Bank since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Anthony Bardaro is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and having 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of his advisory role, he is the sole proprietor of Annotote, a software business that offers a web application for annotating digital text. 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 and investment management capabilities.

Ezra Barnehama 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 Silicon Valley Bank and First Citizens Bancshares Inc. Outside of his advisory role, he is an owner and partner in Apex Space, a manufacturer of configurable satellite platforms, and a silent investor in Viva Beverages, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, along with an ESG eligibility framework when recommending investment strategies.

Kenneth Mastrocola is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of his advisory role, he serves as an investment committee member for Montserratt College of Art. 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 functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andrea Kelble is a CFA® charterholder with six years of industry experience and is currently affiliated with J.P. Morgan Securities in Boston, MA. Her background includes roles at J.P. Morgan SE in Milan and other JPMorgan entities. Outside of her advisor duties, she is involved in consulting startup founders through her ownership of Global Spark Studios and operates an online e-commerce shop. She also serves as the treasurer on the homeowners association board for her condominium. 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’s advisory services are offered on a non-discretionary basis through a select group of Wealth Advisors.

Ryan Finneran is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at institutions including First Republic Securities Company, Bank of New York Mellon, and The Baupost Group. Finneran’s background also includes a role at Northeastern University and experience in corporate settings such as Wayfair, 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. The firm incorporates an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan organization, offering access to a broad range of investment products.