Aaron Nardozza is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at UBS Financial Services and JPMorgan Chase Bank. He is affiliated with both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside 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 an ESG framework in its recommendations.

Richard Broderick is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at JP Morgan Chase Bank, First Republic Securities Company, First Republic Investment Management, Brown Brothers Harriman, and Postal Realty Trust. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Hiu Tin Stanley Chan is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Vuori, Inc. and attended Boston College. As an employee of both JPMorgan Securities and JPMorgan Bank, he can offer a range of bank products and services, including deposit and credit products. 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, distribution, and investment management capabilities.

Charles Rechtiene is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has been with JPMorgan Chase Bank NA since 2013 and J.P. Morgan Securities since 2012. 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.

Brian Ciulla 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 worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, and previously held roles at Cetera Advisors and Affiliated Financial Group. Outside of finance, he has a background that includes work at a demolition company and educational institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework, offering services on a non-discretionary basis through its Institutional Consulting Services program.

Patrick Noonan is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Alantra and JPMorgan Chase & Co. As of May 2025, he is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer certain bank products and services alongside advisory work. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Harvey Boshart is a CFA® charterholder and holds a Series 66 designation, with 26 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Boston, MA, where he has worked since 2008, and has also been employed at JPMorgan Chase Bank and Touchdown Partners LLC. Outside of his advisory role, he is an investor in Thirstie, a business consulting firm. 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 services on a non-discretionary basis through a specialized group of Wealth Advisors.

Lyndsey Toce 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, Boston Consulting Group, and Congress Asset Management. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Mark Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018. He also has experience with the Center for Retirement Research at Boston College and was affiliated with Boston College from 2014 to 2018. 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.

James Baker is a CFA® charterholder and financial advisor with 16 years of experience at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. He serves as a board member and finance committee member for Silver Lining Mentoring, a nonprofit organization. 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.

Chloe Funk is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Chase Bank and Morgan Stanley. 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.

Brent Herbert is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He previously worked at Goldman Sachs & Co LLC and Mizuho Securities USA Inc. Outside of advisory duties, he is involved in real estate investing through ownership and partnerships in multiple LLCs. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services with a focus on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Matthew Protzmann is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017 and spent one year at the University of New Hampshire prior to that. J.P. Morgan Securities LLC 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. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis with a focus on approved funds and strategies.

Andrew Hoffstein is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and two years of industry experience. He has been employed by J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Outside of his advisory work, he has engaged in various roles including involvement with sports management and production companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager and fund searches, and customized performance reporting through a non-discretionary model. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Higgins is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and Goldman Sachs & Co. prior to his current role. He is based in Boston, MA. 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 in its recommendations.

Ryan Travis is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with J.P. Morgan Securities since 2007 and has worked within JPMorgan Chase Bank, N.A. since 2006. 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 applying an ESG eligibility framework in its recommendations.

Peter Gutierrez is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill and UBS Financial Services. Outside of his advisory work, he is involved with the Charles River Country Club in member relations and event management. 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 when recommending investment strategies.

Charles Eppes III is a financial advisor with J.P. Morgan Securities based in Boston, MA, holding Series 63 and Series 65 registrations. He has 15 years of industry experience, all with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. 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 strategies.

Daniel Warren is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He 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 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, offering recommendations on a non-discretionary basis.

Bruce Ledoux II is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He is the founder and president of Guardian Angel Motorsports and operates several automotive and consulting businesses related to motorsports and race car logistics. 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.