Jonathan Montalto is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has held roles at J.P. Morgan Securities since 2019 and JPMorgan Chase Bank, N.A. since 2018. Outside of his advisory work, he is a partner in GNL Capital LLC, a business involved in triple net lease commercial real estate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Christian Coppola is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of his advisory role, he was involved with Coppola Legacy Properties LLC from 2022 to 2023. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Gopen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. His prior experience includes roles at Capital One Advisors, National Asset Management Inc, National Securities Corporation, and Gilman Ciocia, Inc. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.