Brian Saltzberg is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and four years of industry experience. His prior work includes eight years at Northern Trust before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. 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.

Donna Pavin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2013. Additionally, she has been employed with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Henry Adams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Charles Schwab & Co., Inc. and North Slope Capital Advisors. 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. The firm operates within the broader J.P. Morgan organization, offering access to a wide range of investment products and solutions tailored to client needs.

Vincent Ambrose is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, LPL Financial, and Trustone Financial Credit Union. His background also includes roles outside of finance, with experience at Amazon and UPS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG framework in its recommendations and operates as part of a larger broker-dealer and banking organization.

Martin Rossen is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2011 and has worked at JPMorgan Chase Bank since 2009. 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 recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kelly Guda is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Josue Jauregui is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously worked at JPMorgan Chase Bank and Onpeak. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Samataro is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at BMO Capital Markets, The Salem Group, and Nordstrom. 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 additional brokerage and investment management capabilities.

Jessie Hsieh is a financial advisor at J.P. Morgan Securities with eight years of industry experience. They hold a Series 66 designation and have worked at firms including Heritage Wealth Advisors, Ameriprise, First Republic Investment Management, and Charles Schwab. Jessie has also been involved in entrepreneurial activities including roles at Z Sportz Inc. and the Yokohama Japanese Cuisine and Sushi Bar. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm integrates ESG criteria in its investment recommendations and operates within a broad broker-dealer and banking organization.

Patrick Torsch is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes multiple roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo, and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kevin Gildea is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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 brokerage, distribution, and investment management capabilities.

Laresa Brown is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Morgan Stanley Wealth Management, JPMorgan Securities LLC, Merrill Edge, and BMO Harris Financial Group. 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 an ESG eligibility framework to guide its recommendations.

Jonathan King is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at J.P. Morgan Securities LLC since 2019 and has prior experience at JPMorgan Chase Bank, Capital One Investing, and Edward Jones. He is based in Chicago, IL. 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 and investment management capabilities, delivering advisory services on a non-discretionary basis.

Lauren Kuczek is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and previously worked at The Northern Trust Company for 15 years. Lauren is based in Chicago, IL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Elisabeth Sampson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2015, with a brief tenure at Charles Schwab and Charles Schwab Bank. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Leonel Corado is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2009. 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 when recommending investment strategies and operates within the broader J.P. Morgan organization to offer a range of products and services.

Robert Olsewski is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes six years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 an ESG eligibility framework in its recommendations.

Michael Finke is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for five years. Outside of finance, his background includes roles across various sectors, such as music retail and lawn care. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and restricts recommendations to internally approved funds and strategies.

Alexander Nikolaev is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Tristate Financial Advisors and Christie's International Real Estate. 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.

Kristin Ciulla is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Merrill, and Nordstrom. 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. The firm’s approach incorporates an ESG eligibility framework and offers non-discretionary services delivered by a select group of Wealth Advisors.