Erin Cottom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Charles Schwab & Co., Inc., RBC Capital Markets, Neuberger Berman BD LLC, and Morgan Stanley DW Inc. Erin is currently based in Burbank, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG considerations within its recommended strategies.

Nicholas Mays is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Chase Investment Services Corp., as well as Edward Jones earlier in his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and incorporates an ESG eligibility framework within a broader spectrum of investment strategies.