Jack Gray is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. 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 part of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Katharine Schmitt is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC since 2008 and JP Morgan Chase Bank, NA since 2016. 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.

Cassidy Small is a financial advisor at J.P. Morgan Securities with three years of industry experience. They hold a Series 66 designation and have worked in various roles including at Doyle's Pub & Grill and Framingham State University. Cassidy is 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Alex Hood is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 credential and has worked previously at Arete Research LLC, Merrill, and Bank of America. Outside of his advisory role, he coaches wounded veterans in sailing through Warrior Sailing, a nonprofit organization. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice and customized performance reporting. The firm’s approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Eileen Manning is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Babson College, Citizens Private Bank, All Points Beautiful, and First Republic Bank. She is employed by both JPMorgan Securities and JPMorgan Bank, where she can offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Nicholas Cannone is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments and JPMorgan Chase & Co., as well as positions at Bentley University. 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, distribution, and investment management capabilities.

Justin Merola is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and First Republic. Outside of his advisory role, Merola serves on the executive committee of XPX New England, a business organization focused on professional networking. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized 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-making authority.

Hattie Bauchiero is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. 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 strategies.

Peter Wellington Howe is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers a range of banking products and services. 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 team of Wealth Advisors. The firm integrates advisory services with affiliated brokerage and investment management capabilities, operating on a non-discretionary basis while employing a centralized due diligence framework.

Vrishin Sundaram is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Boston, MA, and has two years of industry experience. Prior to joining J.P. Morgan, he held positions at JPMORGAN Chase Bank, N.A., Immunogen, Bronx-Lebanon Hospital, and Regeneron Pharmaceuticals. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager and fund searches, and customized performance reporting using a combination of quantitative modeling and centralized due diligence.

Donovan Davis is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience at Wellington Management and Babson College. 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.

Charley Borek is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Moors Cabot Inc and Equitable Advisors. Outside of finance, his background includes roles at Tufts University and involvement with Gordie's Team Camp. 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.

Michael Leblanc is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 credential and has previously worked at PNC Bank and Ariel Investments, as well as a brief role at Trader Joe’s. J.P. Morgan Securities 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 applying an ESG eligibility framework.

Sarah Blinka is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and 12 years of industry experience. She has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers certain bank products and services, including deposit and credit products. 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 advisory services on a non-discretionary basis.

James Hynes 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he was employed at Eagle Strategies and New York Life Insurance Company. 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.

David Boike is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Boston, MA. Prior to joining J.P. Morgan in 2017, he worked at Morgan Stanley for four years. Outside of his financial advisory role, he operates a fishing charter business, All In Sportfishing, where he serves as captain 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 in its investment process.

Mackenley Louis is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Louis is also employed by JPMorgan Bank, where he can offer bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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 affiliated brokerage, distribution, and investment management capabilities.

Ben Bramley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and has prior experience at AGC Partners and Aurora Energy Research. Outside of finance, he is an Assistant Diving Coach for the Harvard Swimming & Diving team. 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.

Charles Bardenheuer is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to this, his career included roles outside the financial industry such as at Hoxie Landscape Services, Inc. and United Parcel Service. 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 broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Cole Stedman is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at Equitable Advisors and JPMorgan Chase Bank. J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.