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Mikhail K

Series 63, Series 65

Brooklyn, NY

J.P. Morgan Securities

Mikhail Khochinsky is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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.

Wealth management Executive Founder/Business Owner
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Yekaterina T

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Yekaterina Tumayeva is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has roles at JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory work, she has a business interest in 274/276 Hamilton Avenue, LLC. 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 making investment recommendations.

Wealth management Executive Founder/Business Owner
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Heath J

ChFC®, Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Heath Johnson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in two e-commerce ventures: MSG Products, LLC, an Amazon FBA wholesale distribution business, and Brooklyn Meme, which sells computer-generated printed merchandise online. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Artyom K

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Artyom Kleyman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at Integral Bookkeeping Solutions LLC and Public Partnership Home Care LLC. Kleyman is based in Brooklyn, NY. 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.

Wealth management Executive Founder/Business Owner
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Jake W

Series 66

Brooklyn, NY

J.P. Morgan Securities

Jake Wagner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and SBR & C LLC. Outside of finance, he has ongoing involvement with I.O.P Hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products and strategies through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
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Zhanna I

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Zhanna Inotayev is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has held roles within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. She holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund 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.

Wealth management Executive Founder/Business Owner
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Maytal M

Series 66

Brooklyn, NY

J.P. Morgan Securities

Maytal Madar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having six years of industry experience. Prior to her current role, she worked at Russell Tobin And Associates LLC and has been associated with J.P. Morgan entities since 2018. 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 strategies.

Wealth management Executive Founder/Business Owner
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Katerina L

Series 63, Series 65

Brooklyn, NY

J.P. Morgan Securities

Katerina Lukenberg is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and JPMorgan Chase Bank. 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 and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Ridgewell C

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Ridgewell Clark is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley and Park Avenue Securities. Clark has also been involved with Habitat For Humanity. 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.

Wealth management Executive Founder/Business Owner
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Emilio M

Series 63, Series 65

Brooklyn, NY

J.P. Morgan Securities

Emilio Mariano is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding career with JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in property ownership and management through several real estate entities. 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 services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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Yevgeniy M

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Yevgeniy Morozov is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC since 2012, alongside a concurrent role at JPMorgan Chase Bank, NA. From 2019 to 2022, he was also affiliated with Mz Technology Corp. 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 approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Anton G

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Anton Gurzhiy is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Nicholas G

Series 66

Brooklyn, NY

J.P. Morgan Securities

Nicholas Graviano 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., J.P. Morgan Securities, and Equitable Advisors, LLC. Prior to his financial services career, he was involved in landscape and design through Dragonfly Landscape and Design. 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 brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Temur D

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Temur Dranker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012 and has been involved with 211 Hardly Realty LLC. 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 combination of advisory and brokerage capabilities.

Wealth management Executive Founder/Business Owner
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Mark Y

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Mark Yunayev is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. 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 making investment recommendations.

Wealth management Executive Founder/Business Owner
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Osher D

Series 63, Series 65

Brooklyn, NY

J.P. Morgan Securities

Osher Douek is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. since 2010. 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.

Wealth management Executive Founder/Business Owner
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Vlad B

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Vlad Balyuk is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and 66 licenses with three years of industry experience. His prior roles include positions at National Financial Network and The Flomenhaft Law Firm, as well as work with Camp Turk Masonic Youth Camp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers a range of services delivered on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Dmytro R

Series 63, Series 65

Brooklyn, NY

J.P. Morgan Securities

Dmytro Rybalko is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. He holds Series 63 and Series 65 licenses. 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, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Vladislav B

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Vladislav Bobkov is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at institutions including Signature Bank 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 when recommending strategies.

Wealth management Executive Founder/Business Owner
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Tonino T

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Tonino Terranova is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citibank, Citigroup Global Markets Inc., and National Life Group/Wealthbridge Financial. His current role at J.P. Morgan Securities began in 2023, following a previous ten-year tenure at the same firm. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Daniella M

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Daniella Mills is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in various roles since 2017. 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.

Wealth management Executive Founder/Business Owner
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Arthur T

Series 66

Brooklyn, NY

J.P. Morgan Securities

Arthur Tyminskyy is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, All Heart Homecare, and Argo Partners. Outside of finance, he has been involved with All Heart Homecare, reflecting diverse professional interests. 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.

Wealth management Executive Founder/Business Owner
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Pavel K

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Pavel Kreychman is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved as an owner and silent partner in several businesses, including a boat charter service and wholesale food distribution. 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 and offers non-discretionary advisory services through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Aleksandr V

CFP®, Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Aleksandr Vovk is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory work, he is involved in several real estate ventures as an owner of multiple LLCs focused on property management and estate planning. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients maintain final decision authority.

Wealth management Executive Founder/Business Owner
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