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Jeffrey B

Series 63, Series 66

Carol Stream, IL

J.P. Morgan Securities

Jeffrey Bonsol is a financial advisor with J.P. Morgan Securities in Carol Stream, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Avatar Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

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Madelen B

Series 63, Series 66

Carol Stream, IL

J.P. Morgan Securities

Madelen Betbadal is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, while also maintaining a position with JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

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Fay E

Series 63, Series 66

Carol Stream, IL

J.P. Morgan Securities

Fay Elling is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to support its advisory process and includes an ESG eligibility framework in its recommendations.

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