Samuel Ahern is a Series 66-licensed financial advisor with J.P. Morgan Securities in Boston, MA. He has been with J.P. Morgan and JPMorgan Chase Bank since 2025. Prior to that, he held roles at Northwestern Mutual, the City of Boston, and Union College. 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 affiliated brokerage and investment management capabilities.

Matthew Iannone is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at BNY Mellon Wealth Management and First Republic Investment Management. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Brian Cloherty is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2023 and previously held roles at Seeley Howard Private Wealth and Keches Law Group. He has also been employed by Quashnet Valley Country Club and was affiliated with Trinity College during his career timeline. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kori Barach 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 Securities, Kori was employed at North Easton Savings Bank and attended Amherst College. 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.

Samuel Quinn is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2007. 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 services on a non-discretionary basis.

Rory Cohoon is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked with J.P. Morgan Securities and J.P. 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 through its Institutional Consulting Services program. The firm’s investment approach combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support customized solutions delivered on a non-discretionary basis.

Andrew Thompson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Trust Company, N.A. and J.P. Morgan Securities Inc. since 2005. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas L'archevesque 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 work history includes roles at J.P. Morgan Chase Bank, First Republic Securities Company, and Elmwood Auto Group. 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.

Akeem Walcott is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018. Outside of his advisory role, he is a partner in an LLC established for asset protection purposes. 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.

John Beggans is a CFA® charterholder with 30 years of industry experience. He has worked at J.P. Morgan Securities since 2001 and has been with JPMORGAN Chase Bank, N.A. since 2016. He is based in Boston, MA, and holds a Series 63 license. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager 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.

Zoe Reddick is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and beginning her industry experience in 2026. Her prior roles include serving as a peer advisor for the Trust of Boston College and working at the Boston College Bookstore. 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.

Barry Fish is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011, following positions at Merrill and RBC Capital Markets. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers deposit and credit products alongside his securities work. 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.

Brian Nixon is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His career includes roles at Bank of America, Merrill, State Street Global Advisors, and Brown Brothers Harriman. 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Nicholas Pangan is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and with one year of industry experience. His prior roles include a position at Vigilant Wealth Management and several years of education at Bowdoin 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies, delivering services on a non-discretionary basis.

Gregory Mcgee is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and 12 years of industry experience. He has been employed with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer 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 additional brokerage and investment management capabilities.

Emily Oliver is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 credential and has worked at various firms, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Anne Longmire is a financial advisor with J.P. Morgan Securities in Medford, MA, holding a Series 66 credential and 19 years of industry experience. She has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014 and co-manages Anne Wrightson & Scott Longmire 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Michael Harty 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 firms include Morgan Stanley, The Bank of New York Mellon, Ameriprise Financial Services, and Bank of America. 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 across brokerage, distribution, and investment management.

Seamus Connelly is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank and service in the United States Navy. He also spent time affiliated with Duke University’s Fuqua School of Business and worked in strength and conditioning. 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 applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Neil Mehra is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his financial career, he is also an active musician performing live and in the studio as a guitarist since 1972. 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 and investment adviser registrations to deliver comprehensive advisory and brokerage services.