Aaron Kubicina is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2017, with prior experience at PNC Financial Services. 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 non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Fernando Marin Pernia is a financial advisor at J.P. Morgan Securities in Chicago, IL, with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Robinhood and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Michael Marietti is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at JBT Wealth Management and National Securities Corp prior to joining J.P. Morgan in 2017. 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. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through its internal review processes.