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Iryna K

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Iryna Kovalchuk is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC since 2015. 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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Eli B

Series 63, Series 65

Brooklyn, NY

J.P. Morgan Securities

Eli Buchman is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2009. He holds the Series 63 and Series 65 designations. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Yury M

CFP®, Series 66

Brooklyn, NY

J.P. Morgan Securities

Yury Menbaev is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at JPMorgan Chase Bank, TD Bank, Equitable Financial, and Amazon. He has held various positions across financial services and corporate sectors. 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.

Wealth management Executive Founder/Business Owner
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