Elisha Kapkowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities, Kapkowski held roles at several firms including Northwestern Mutual and Guided Financial Advisors, and is involved with Stillwater Exterior Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective group of Wealth Advisors. Their program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combined quantitative and qualitative research approach.

Douglas Mitchell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America for 12 years before joining J.P. Morgan 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 non-discretionary program. Their advisory process combines quantitative screening and qualitative research, supported by a centralized manager solutions team, and includes a framework that may incorporate ESG considerations.

Steven Kim is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at UBS Financial Services and Merrill. Outside of his advisory role, he is the owner of a private investment company used as an estate planning vehicle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.